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  • Accounting
    • Business Advice
      • Business Coaching + Advice
      • Forecasting, Budgeting + Cashflow Management
      • New Business Establishment
      • Business Structures
      • Succession Planning
      • Bookkeeping + Payroll Services
    • Taxation + Advice
      • Investment Property Taxation Advice
      • Capital Gains Tax + Advice
      • Fringe Benefits Tax + Advice
      • Income Tax Returns
      • Subcontractor Advice
    • Key Dates
  • Wealth
    • Retirement Planning
    • Self-Managed Super Funds (SMSF)
    • Wealth Creation, Savings + Investments
    • Aged Care
    • Insurance + Protection
    • Superannuation Advice
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Kristal Posilovic

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Client Services Officer l Canny Wealth

Areas of Expertise

Self-Managed Super Fund Administration
Client Services Needs

Qualifications

Certificate III + IV Accounting
Diploma + Advanced Diploma Accounting

Membership + Boards

Superpower

Master of keeping it cool

Kristal has completed her Certificate III and IV in Financial Services – Accounting, as well as A Diploma and Advanced Diploma both in Accounting.  Kristal joined our team in December 2011 and for a number of years had been working alongside Helen Yau, ensuring all our Self-Managed Super Fund clients have the best care possible, before recently moving across into the financial advisory team.

Kristal is always seen prioritising her clients’ needs is always at the forefront of her day which is why she has been able to build long lasting and trusting relationships with our clients.

Outside of the office, you can find Kristal spending time with her young daughter riding horses.  When it’s time to relax, you can find Kristal curled up with a good book or working on a new sewing creation.

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We are Humble Caring Safe Real Innovative Fun Disruptive Respectful

Canny Group

About

Real people, real walks of life.

Office Hours

Monday - Friday:
9.00am - 5.00pm

Saturday:
9.00am - 11.00am
Phone Appointments Only

Contact Us

  • hello@cannygroup.com.au
  • (03) 5278 9500
  • Gate C, E3 Federal Mills Park
    33-35 Mackey Street
    North Geelong VIC 3215
  • PO Box 416
    North Geelong VIC 3215

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  • Work With Us
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