MEET THE TEAM – KRISS VALLECER
Kriss is our hardworking and ever reliable Paraplanner, doing a lot of the behind the scenes work to ensure that the detail in our advice documents is accurate and well presented, as well as helping co-ordinate implementation of recommendations on behalf of clients. Kriss has worked as a paraplanner for over 3 years, and had a solid background with various roles in the financial services industry prior to that. Kriss has been a valuable member of the Steinfort Financial team since July 2019.
Her sound technical skills come from holding both a degree in Accountancy and a Diploma in Financial Planning.
Kriss takes pleasure in her work in producing all advice documents for our wonderful clients and providing support to the team, who in turn love working with her due to her warmth, capability and pleasant manner. Kriss is passionate about working with the team to ensure that we can help our clients in meeting their financial goals.
Outside of work, Kriss enjoys reading, watching her favorite television series and spending time with her family, and whenever possible (COVID aside!), travel to the nearest beach to rejuvenate in the sun and sand.