Kirsten Lynn
Financial Adviser
BA (Hons), LLB, MPubPol, AdvDipFinPlan (Advanced Diploma of Financial Planning)
“Improve at least one thing each week so that next week’s work is better than the last.”
Kirsten brings a forward-thinking mindset, passion for meaningful outcomes and drive for continuous improvement, to her role as Financial Adviser at Sherlock Wealth.
Her warm and empowering approach, combined with her unique and insightful perspective, makes Kirsten adept at navigating complex personal and financial situations with empathy.
With an Advanced Diploma in Financial Planning and a degree in Arts Law from UNSW, Kirsten is well qualified as one of our experienced and trusted advisers.
Supporting our clients through complex periods arising from major life changes such as inheritance, liquidation of assets, marriage, separation and the blending of families, is part of what Kirsten enjoys most in her role.
“Bringing clarity and confidence to people during times that are both emotionally and structurally difficult, gives me a great sense of pride and purpose,” Kisten said.
“Building and protecting wealth is about so much more than money. From investing and insurance to estate planning and intergenerational wealth transfers, I help clients think more deeply about what they want to achieve and then work closely with them on how to get there.”
“Financial security and wellbeing don’t just happen by accident. They’re created through a lifetime of consistent improvements,” she said.
Outside of work, Kirsten is an avid reader with a love for plays and musicals. She enjoys walking her dog, Rusty, and attending concerts with her two daughters. In recent years, she’s embraced an active lifestyle, learning how to ski and taking up reformer Pilates.
“One thing I’ve learned as a financial adviser is the importance of finding the right balance between saving and spending,” Kirsten said.
“For me, at the moment, that means prioritising experiences and family holidays – while our daughters still want to come with us,” she laughs.
