Kristy Lane
Client Services Manager
Detail-oriented and client-focused, Kristy draws on extensive experience in financial services to ensure clients feel supported and the practice runs smoothly.
With a strong background across various areas of the finance industry since the early 2000s, Kristy brings both technical knowledge and genuine care to her role supporting clients and advisers. Known for her strong organisational skills and keen eye, she keeps the day-to-day operations of the practice efficient and dependable.
Kristy is passionate about delivering an exceptional client experience, whether assisting with enquiries, preparing documentation, or maintaining compliant and effective processes. Her depth of knowledge and commitment to accuracy give clients confidence that everything behind the scenes is managed with care.
Outside the office, Kristy enjoys spending time with her two children, reading, baking, and exploring new places – activities that bring balance and perspective to her professional life.
