Kristie Taylor

Why I do what I do

You could say I didn’t pick the industry, the industry picked me! Never in a million years, would I have thought I'd end up where I am today and still enjoy it as much as when I first started, but I wouldn’t have it any other way. 

Having started as a receptionist for a financial planner and an accountant, I soon became embedded in the financial services world. It wasn’t until a few years later that I found my interest in life insurance far out weighed my interest in wealth and investments.

Although I still find wealth and investments interesting, my passion lies with life insurance and the satisfaction of helping others when they need it the most. Many people don’t value the need for life insurance, however, since working in the industry I have seen first hand how a simple insurance policy can be life changing for someone going through a difficult time, as well as the ramifications of not having an insurance policy in place. The end goal is to ensure their financial world is secure no matter what life throws at them. 

A few things about me

  • I live on the Central Coast and have been commuting since I was 19 yrs old
  • I love paper crafting (card making, scrapbooking etc.)
  • I’m obsessed with binge watching TV series 

Qualifications

  • Diploma of Financial Planning
  • Certificate IV in Life Insurance
  • Certificate IV in Office Administration

Identity McIntyre Pty Ltd and its specialist financial advisers Scott Douglas, Angus Dockrill, Dan Blatch and Lisette Walsh are authorised representatives of Apogee Financial Planning Limited, Australian Financial Services Licensee Registered Office at: 105 - 153 Miller Street North Sydney NSW 2060. These representatives are trading as IMFG.

IMFG Mortgages Pty Ltd, Matt Clayton, Sam Mournehis and Ben Osborne-Young are authorised credit representatives of Vow Financial Pty Ltd, Australian Credit Licence 390261 Registered Office at: Level 5, 10 Bridge Street Sydney NSW 2000. These representatives are trading as IMFG.

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