RSM Australia

Our People

Kristina Madden
Financial Planner - Ballarat

Biography

Kristina Madden is a Financial Planner in the Ballarat office of RSM Financial Services Australia. She has worked in financial planning since 2010 and after gaining technical skills as a paraplanner, became a financial planner in 2017. Kristina has specialized knowledge on the provision of compliant advice and documents to clients, assisting them in meeting their financial goals and objectives on an ongoing basis.

RSM Financial Services Australia Pty Ltd ABN 22 009 176 354 AFS Licence No 238282

SOLUTIONS KRISTINA MADDEN PROVIDES

Kristina provides expert knowledge in the following areas:

  • Wealth accumulation
  • Retirement planning
  • Investment portfolio management
  • Direct share trading
  • Superannuation and pension strategies
  • Portfolio reviews
  • Financial modelling
  • Aged care modelling
  • Personal risk protection as well as Business risk protection
  • Determination of Centrelink eligibility

QUALIFICATIONS

  • Advanced Diploma in Financial Services (ADFS)

How to stay insured when financial hardship strikes

Kristina Madden, Financial Adviser at RSM Australia explores the various options available from insurance providers to ensure you stay covered when cash flow is tight and paying your premiums becomes challenging.

Publications

Five tips to financial harmony for newlyweds

21 May 2018
Although we won’t all find our life partner trotting up to the wedding in a royal carriage, it’s fair to say that in our own way we all create our own fairy-tale wedding. We move into life together as Kings and Queens, jointly presiding over the situations in our lives that affect and influence our domains, family and future. The joining of ...

Why young Australians need to engage with super earlier

10 May 2018
It’s common that many young Australians consider super and retirement as something they will deal with when they get older, with some delaying their interest and engagement for their ’50 something-year-old’ self to deal with. When explaining why young Australians should start engaging with their super early on, most financial specialists w...