Kreston Leggett

Kreston Leggett

Private Client Adviser

I take great pleasure in seeing our clients achieve all that is meaningful to them each and every day. My role is to curate an environment where our clients' needs are deeply understood and consistently met with the highest quality advice. I believe that a Private Wealth experience should be delivered by a highly experienced and professional team and in innovative ways that deliver the excellence that builds long term relationships.

In addition to supporting our clients through advanced planning and personalised concierge services, I provide ongoing leadership and governance across our advice business and hold the role of Responsible Manager for our AFSL, ensuring that every interaction reflects the care, quality and attention to detail our clients deserve.

Qualifications

  • Bachelor of Business

  • Diploma of Financial Planning

  • Master of Financial Planning

  • 10+ years of industry experience

  • Authorised Representative No. 1271254

Kreston’s Insights

Kreston’s Highlights