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Krissy Field
Dealers Assistant
Say hi to Krissy Field, our friendly and dedicated Dealer’s Assistant at Morgans Bundaberg.
With a wealth of experience in the financial services industry since 2012, Krissy brings a warm and welcoming demeanour to our team. Holding an Advanced Diploma of Paraplanning, she is well-equipped to support our advisers in providing excellent service to our valued clients.
Krissy’s role involves assisting our advisers in various capacities, ensuring that your financial journey with Morgans Bundaberg is smooth and seamless. From helping prepare advice documents to implementing recommendations and reviews, Krissy is here to support you every step of the way.
Krissy is your go-to person for tasks such as placing share transactions, opening new accounts, updating details, transferring funds, processing deceased estates with share holdings and helping clients navigate the Morgans Client Portal.
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