Trainee Financial Adviser
After a diverse employment history including working in Insurance, Medical Reception and Commercial Flooring, Kez made the decision to utilise her passion for helping people and love of numbers and joined the team at Grove Securities Albany as a Trainee Financial Adviser.
In 2009 Kez relocated to Albany where she got her start in the finance industry by working for a well-known rural insurance provider. There she attained her Cert IV in Financial Services and fine-tuned her skillset enabling her to effectively communicate with clients and form long-term trusting relationships.
As a Trainee Financial Adviser, Kez’s main goal is to help you make well-informed decisions on what types of investments and solutions are right for you. Although she is new to Financial Planning, Kez is inspired by the personal nature of the business and thrives on getting to know and understand each client and their unique needs and financial goals.