Kirsty Scully, CFP®
Senior Financial Planner
She joined Core Wealth Managers in 2012 as a Financial Planner. As a former financial product marketer at The Southern Life Association Limited and Wealth Manager for First Bowrings - implementing financial plans for clients of First National Bank - she understands the role knowledge plays in wealth management and preservation. She is naturally drawn to clients such as visionary businesswomen, senior retired individuals and couples, helping to get them organized financially, obtain financial education in needed areas, maintain financial security and build wealth.
A vital member of the Core Wealth Managers' team, Kirsty has forged strong relationships with several generations of clients. Before joining the team, Kirsty has worked for PSG Asset Management for 13 years, where she has served high net worth individuals who were seeking to maximise their investment returns through a selection of top performing unit trust funds.
In her book, Financial Planning Conversations, public speaking engagements and as a regular sought-after radio personality of FINANCIAL MATTERS on Radio CCFM 107.5 and other stations, she provides practical answers for life's tough money questions. Kirsty believes money is a tool, and empowers her clients and audiences alike to create a strong financial foundation so they can build something great. Her message is simple: Handle your money with wisdom.
Kirsty completed the Post Graduate Diploma in Financial Planning at the University of Stellenbosch in 2011 and has qualified as a Certified Financial Planner®.