Meet Kaitlin

Kaitlin Mifsud

Provisional Financial Adviser
B.Bus FinPlan & B.Bus Acc
Tel 03 8677 0688

I have a double degree in Financial Planning and Accountancy, I am now undertaking my Professional Year, which I commenced on the 22nd of March, 2023. This will see me complete the new industry entrant requirement before becoming a qualified Financial Adviser.  As part of the requirement, I will undertake 1500 hours of supervised work experience with an additional 100 hours of structured training. During my Professional Year, I will be supervised and supported by Peter Folk (Authorised Representative 1264658), who will be accountable for the advice I provide.

Driven by tenacity and integrity, I am here to help you achieve your financial goals alongside the whole JBS Financial team. Most of all, I am dedicated to making a positive impact by making the financial planning industry more accessible for people of all ages, backgrounds, and net worth.

When I’m not busy with work, I enjoy going to the beach, eating out and visiting new places. I am definitely not afraid of taking on new challenges, so you can always depend on me to support you in achieving your financial objectives with a warm smile and a drive for results.