Kristy MacDonald in

Kristy MacDonald

Evaluator · DISC type dcs
Certified Financial Planner at KmacD Financial Pty Ltd
📍 Greater Brisbane Area, Australia

Kristy MacDonald is a Certified Financial Planner and Director of KmacD Financial Pty Ltd with over 20 years of experience. Specializing in holistic financial advice for pre-retirees, she holds a Master of Financial Planning from Griffith University. Kristy focuses on educating clients to build wealth and ensure a comfortable retirement.

She established her own firm, KmacD Financial, in 2023 after a long career as a financial adviser in North Brisbane. Kristy is also an Accredited Aged Care Professional, providing specialized guidance in that area.

Kristy fell into the financial industry by accident in 1999, starting in an administration role before working her way up to become an adviser.

Read the full overview →
Experience
23 Years
Current Role
Certified Financial Planner
Location
Greater Brisbane Area, Australia
Personality Overview

How Kristy shows up

Fast But Analytical
Thorough Evaluator
Quality Focused

They are not very likely to become strong advocates of your product or service They focus on the results, but can still be quite procedural and analytical about how to get there They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical

Priorities

Topics Kristy cares about

Holistic Financial Advice
Emphasizes educating clients on their "entire financial situation" rather than focusing only on investments or superannuation.
Retirement Planning
Founded her firm specifically to work with people actively looking towards retirement or who have recently retired.
+5 more topics Login to view topics
Career

Work history

2-2023
Certified Financial Planner
KmacD Financial Pty Ltd
8-2002 - 2-2023
Certified Financial Planner
Accrue Financial Group
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
7-2020 - 6-2024
Master of Financial Planning
Griffith University
Bachelor of Business
University of Southern Queensland
Social presence
in
Behavioral profile

DISC profile (public)

d

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

More profiles

Discover additional public profiles from our index.

Matthew Carswell
Matthew Carswell
Financial Planner
Advantage Wealth Management
 Roger Ward
Roger Ward
Business Owner
Roger Ward & Associates Pty Ltd
 Kimberley Kostiw
Kimberley Kostiw
Director, Marketing & Events (Cardiology)
The Mount Sinai Hospital
 Denise Carter, Esq. (she/her/hers)
Denise Carter, Esq. (she/her/hers)
Chief Diversity, Equity and Inclusion Officer
Providence
Unlock the full playbookSee exactly how to sell to Kristy. Free, 10 seconds.