Assistant to Catherine Smith
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Kym obtained her Bachelor’s degree in Chemistry but chose to apply the laws of science to financial matters. Her career in the financial industry started in 2011 when she worked for JP Morgan Chase & Co. as a retail banker before moving on to play a similar role for Citibank North America where she was awarded as the best Financial Associate on a number of occasions. After becoming a subject matter expert, providing support to new retail bankers, she got certified for retirement planning services. This training involved mastering the U.S. taxation law and enabled her to guide bankers and clients on retirement products, at which she excelled. Kym later became a subject matter expert then finally a product specific trainer. Kym migrated to Australia in 2018 and has been part of the WFS family since 2019 where her principal role is assistant to the CEO. She also provides support to the WFS Self-Managed Superannuation Fund administration, Financial Planning, and Estate Planning teams.
Kym is also a certified and registered yoga teacher. She conducts yoga classes for the WFS staff as a form of recreation.