Meet Our Team

Kristy Clifton, Paraplanner

Kristy Clifton is a Paraplanner at Paperwork Magic. Kristy holds a Diploma of Financial Planning.

Kristy has had over a decade of focused paraplanning experience, including working with one of Australia’s best known brands, Colonial First State. Kristy joined Paperwork Magic in November 2016.

Kristy’s strengths include solid analytical and technical abilities coupled with strong written communication skills.

Kristy is passionate about working at Paperwork Magic because it helps financial planners ‘paint the picture’ for their clients.

“I enjoy cash flow and financial modelling, and love the creative side of numbers,” said Kristy. “I also enjoy putting together and finishing off a Statement of Advice. It’s really satisfying to see it all come together to show how a client’s goals can be achieved.”

A typical day at Paperwork Magic for Kristy is likely to start after dropping the kids at school. Her day is spent putting together advice documents for financial planners.

When Kristy isn’t helping Paperwork Magic’s clients, you might find her at boot camp classes or meeting up with a friend to go for a walk and coffee. Kristy also enjoys listening to an ever changing list of favourite artists that currently includes Kari Jobe and Guy Sebastian. You might even catch her cheering on the mighty Albany Firebirds and Albany All Stars – her daughters’ netball teams.

To meet the rest of the Paperwork Magic team, click here.  If you’d like to access our services, please complete our request form or call us on 0422 452 337.