Krystal Daniels

Practice Manager, Head of Service

DFP – Diploma of Financial Planning | Cert III Business Administration and Management

“Leading by example. I apply this to everything I do.”

The embodiment of loyalty and reliability and a favourite with our clients and team alike, is our longest serving team member, Krystal Daniels. If we want something done – we give it to Krystal!

As Head of Client Service, Krystal’s role is to ensure we are consistently delivering first class and efficient service to all our clients.

The attentive and caring nature that Krystal brings to her relationships with people underpins the smooth running of the client services team.

“I always try to lead by example. I apply this to my role and to everything I do,” Krystal said. Over the years Krystal has worked closely with all our clients. One of the things she finds most rewarding is putting clients at ease, especially when they are feeling under pressure.

“It provides a sense of reward when we can reduce our client’s stress levels and give them peace of mind. That is when we know we are doing our job well,” she says.

“The way we operate is forever changing as we are always trying to do things better and better. Over the years I have learnt to be very adaptable while at the same time continually drawing on my education and applying it to all I do. “

“My favourite relationships are with our clients that see us as their partners and who work with us closely to achieve their goals.”

A major milestone for Krystal in achieving her own personal goals was purchasing her first home a few years ago. More recently the joy of becoming an Aunty for the first time was another highlight in her life.

Krystal is supportive of a range of children’s charities, with the Starlight Foundation and Ronald McDonald House being especially close to her heart. “I have seen firsthand the wonderful work these charities do for children and their families,” Krystal said.

Her advice to her younger self is: “Don’t waste your money and start saving as much as you can as early as you can,” she said.

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