· Meet Our Team
Client Service Officer
Kaitlan Triffett – Client Service Officer
With over 7 years of financial service industry experience, Kaitlan brings a fresh and friendly atmosphere to the business. If you need anything sorted, Kaitlan will get the job done!
Kaitlan has previously worked in Melbourne for MLC Life as an Insurance Subject Matter Expert. She also has extensive experience helping implement the Centrelink advice including helping people apply for Age Pension and liaising with Centrelink on the clients’ behalf.
Kaitlan is passionate about gardening and all things nature. Most weekends you’ll find her exploring the East and West Coast with her adventure partner Will bushwalking and prospecting. Kaitlan holds very strong family values and enjoys building relationships with all of our clients.
Renee Hill – Paraplanner
Renee joined the Florisson Financial team in 2021 with over 12 years of experience in financial services, previously working at MyState and RBF Financial Planning. Renee works closely with our advisers to research and analyse clients situations and discuss various strategies before preparing advice recommendations. Renee enjoys working through complex strategies to ensure clients can achieve their goals.
In her spare time, Renee keeps busy with family and two lovely daughters. They enjoy dancing and various sporting activities.
Karen Wright – Compliance Manager
Karen joined our team at the beginning of 2013 and comes with over 30 years of experience in the financial services industry.
Karen offers exceptional support to our Advisers and the team to help implement their Advice on Salary Packaging, Maxxia, Applications, SMSF’s and Share and Investment trading.
After hours her passion is keeping fit at the gym and personal training clients in the Huon.
Nakia Bates – Receptionist
Nakia is your first point of contact and will help you make appointments and feel welcomed and at home at Florisson Financial. Nakia is currently undertaking her Certificate III in Business.
Out of hours, Nakia’s passion is dancing and she spends time teaching her dance skills at various classes.