Our Team

Charter - National New Practice of the Year - Winner 2018 -

Bridget MacKenzie   DIRECTOR, SENIOR FINANCIAL ADVISER
B.Bus Financial Planning

Bridget MacKenzie - 2016 New Adviser of the Year After almost eight years of industry experience, I created and launched Diamond Partners Wealth Management.  With a passion to do things differently and stand out from the rest, there was no doubt that my own business was the only way to move forward and make my mark in the industry.

I genuinely have a passion for helping people and ensuring ‘Plan B’ is always in place.  It is extremely rewarding when you become an imperative element of someone’s life and see goals being kicked, or contrary to that, protection measures in action.

I am eager on growing my message within the community that advice is affordable and with our Government becoming more and more of an incompatible safety net, we all need to be equipped with the right strategy to get ourselves where we want to be, the opportunity cost of not seeking professional advice is what is costing people a fortune!

Outside of work, I adore time with my great support Dave and our gorgeous puppy (fur baby) Lodi at the beach, my dearest friends and family.  I love a good coffee and have a discreet passion for interior design – I hope my office is a representation of who I am and what I stand for; I want all of our clients to feel right at home and in safe hands.

 

Kirra-lee Smith   ASSOCIATE ADVISER, CLIENT SERVICE OFFICER

Kirra-lee Smith Kirra-lee was the first employee of Diamond Partners Wealth Management, and since beginning her career in office administration has stepped into a Client Service Officer role and accepted an offer to transition into an Associate Adviser.  Kirra-lee has a bubbly personality, which compliments her role in Client Services capabilities.  She is excited in learning the ongoing technical and strategy training and ensuring advice is processed in a smooth and timely manner.  Kirra-lee enjoys learning all about the finance industry and gives me intrinsic pleasure to transfer knowledge onto another young professional in the industry.

I started at Diamond Partners Wealth Management over three years ago, as I was eager to secure an office/administration job and move away from other part-time/casual roles.  Since beginning my career in the industry, I have been surprised and motivated with the amount there is to know and learn and how we’re able to help clients - it brings me happiness being able to help clients achieve their financial goals and success and how we’re able to impact their lives.  I am now taking steps towards commencing tertiary study with an interest in financial planning, marketing and also business management.

Outside of work I appreciate the small things in life.  As a result of growing up on a farm I love spending my time outdoors, adventuring, camping and spending quality time with family.  My biggest interest outside of work is Music, I always enjoy being surrounded by it and love attending live gigs and music events.

 

Jo Swift   RECEPTIONIST

Jo Ann Swift Jo is the smile behind the desk when you call our office!  Jo joined Diamond Partners Wealth Management with a fresh concentration on her career growth and development.  With natural organisational skills and a sharp eye for compliance processes, Jo has definitely become the go-to-organiser within our team.  Jo manages most of our appointment bookings and ensures that our days/weeks run smoothly.  Jo has been amazed by the depth of information within financial planning and looks forward to continuing the learning journey.

I started at Diamond Partners Wealth Management eager to re-focus on my career and continue building my skills in an environment where I could grow both personally and professionally.  Learning something completely new has been both challenging and rewarding.  I enjoy meeting new people and love that everyday brings something different.

Outside of work I enjoy cooking/baking for my family and being in the outside.  I am a mum to two daughters whom I also love spending quality time with.  I also love to travel when I get the chance and have a passion for adventure in the great outdoors.

Certified Quality Advice Practice