Kerrie McMahon, the accomplished Client Service Manager at Vista Financial Group, stands out for her unwavering commitment to excellence. With a keen focus on fostering strong client relationships, Kerrie plays a pivotal role in delivering customer service with care and meticulous attention to detail. Her adept communication skills and extensive knowledge of financial services allow her to connect seamlessly with clients, ensuring customer satisfaction. Kerrie's proactive approach and attention to detail contribute significantly to Vista Financial Group's success, making her an invaluable asset to the team. Her passion for delivering exceptional client experiences and navigating complex financial landscapes set her apart as a standout professional in the industry.

Why did you join the financial planning industry in 1995?

I entered the financial planning industry in 1995 driven by a passion for helping individuals achieve their financial goals. Witnessing the impact of sound financial planning on people's lives inspired me to embark on this journey. Over the years, I've found immense satisfaction in guiding clients by offering exemplary customer assistance.

What is your day-to-day role at Vista Financial Group?

My day-to-day role at Vista Financial Group is dynamic and multifaceted, influenced by the ever-changing landscape of financial planning. It revolves around addressing various tasks and challenges that arise, often driven by the creative and forward-thinking ideas put forth by Tyson. As a team, we work in collaboration to guarantee our clients receive exceptional financial and customer services customised to their individual requirements.

What do you enjoy most about your job?

The most enjoyable aspect of my job is undoubtedly the people — both within our exceptional team and our diverse range of clients. Building meaningful relationships with colleagues and clients adds a fulfilling dimension to my work. Being part of a supportive team that values collaboration and client success makes each day gratifying.

When and where was your best vacation?

My best vacation was a spontaneous road trip around Western Australia. What made it extraordinary was the absence of a set itinerary. Exploring the stunning landscapes, from pristine beaches to the rugged outback, allowed for a truly immersive experience. The freedom to go where the road led and discover hidden gems made it an unforgettable adventure.

What do you do in your spare time?

During my spare time, I find joy in simple yet fulfilling activities. Walking the dog, strolling along the beach, tending to the garden, and managing household duties bring balance and relaxation to my life. Participating in these activities offers a refreshing escape from the complexities of customer service.

What's your go-to karaoke song?

Surprisingly, I don't have a go-to karaoke song as I’m not fit for singing! While I may not grace the karaoke stage, I appreciate good music and am content to be an enthusiastic listener.

What is the weirdest thing you have eaten?

One of the more adventurous culinary experiences I've had is indulging in snails with creamy garlic sauce. Contrary to initial reservations, the unique combination turned out to be surprisingly delicious! Embracing new culinary delights can lead to unexpected and delightful discoveries.