Your Advisers

Nathan Baker CFP SSA

Nathan has worked in the financial planning industry for a little over 17 years and has specialised in SMSFs for 15 of these.  He is a Certified Financial Planner (CFP) He is a current specialist member of the SMSFA (Self Managed Super Fund Association which is the leading professional association in relation to SMSF advice. Nathan also sits on the SMSFA Professional Standards Committee (responsible for the development and oversight of quality assurance programs, disciplinary matters and related policy).

Jerry Rio DFP

Jerry has worked with KR for 8 years and is a valued member of our advisory team.  He is continuing in his formal studies as he works toward an eventual CFP designation.

Meet the Team

Meet the friendly KR Team!
Apart from the two advisers, we have three staff dedicated to serving you.

Wendy Holliday

Reception/Administrator

Wendy is our Reception/Administrator and can help you as the first point of call.  If you're not sure who to speak to, she will direct you to the person who is best suited to helping you with your enquiry. Wendy also handles all our correspondence into and out of the office and liaises with clients on most administrative matters.

Melinda Muller

Investments Administrator

Melinda is our Investments Administrator and assists clients with day to day Investment enquiries.

Grace Alberto

Client Services Administrator

Grace is our Client Services Administrator and can help on virtually all client administration related matters.

How to get started

To start making informed financial decisions call our friendly office to arrange a conversation with one of our team.

Contact Us