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KTA Financial Services
   • Financial Planning
   • General Insurance


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  About Us
The team at KTAFS.   

        
  • Kym Thyer
  • Troy Mickan 
  • Melissa Paech
  • Tanya Stevens
  • Allison Cooper
  • Bev Blicavs
  • Kimberley Dorshorst
  • Sue Dalitz 
  •                


    Kym Thyer – Financial Adviser and Principal

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    Kym has been working as an adviser in the financial services industry since 1980, gaining his Australian Insurance Institute Diploma in 1988 and the Diploma of Financial Planning through Deakin University in 1998; and subsequently attaining Certified Financial Planner designation. Kym is also a member of the Financial Planning Association and a Justice of the Peace.

    Kym’s achievements in the industry have been recognized by many awards with the most recent being the 2013 National Adviser of the Year Award.  Managing Director of AMP’s Charter Financial Planning, Kevin Stone, said “Kym Thyer epitomises the true spirit of the award, demonstrating excellence in helping his clients achieve their financial targets while exhibiting a strong commitment to the broader community”.

    “At the end of the day, providing our clients with the right advice is the most important thing we can do.  We don’t operate out of Melbourne or Sydney but our clients still deserve the absolute best service we can provide.”


    Troy Mickan - Senior Financial Adviser

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    Troy has been working in the financial services industry since 2001. He has completed a Graduate Diploma of Applied Finance, is a member of the Financial Services Institute of Australasia and is currently studying towards his Master of Financial Planning.

    In short, irrespective of your path to success, Troy can help give you the time to enjoy what is rightfully yours. Troy’s commitment has remained the same; “to help clients make smart decisions about their money”. Keeping this commitment has afforded Troy the privilege of working closely with clients, and resulted in Troy being awarded the 2014 National Value of Advice Award for his significant contribution to the financial wellbeing of a client.

    His expertise and understanding are highly valued by clients, reflecting his technical excellence, experience at communicating complex issues and, above all, the integrity of his methodology.



    Melissa Paech – Office Manager

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    Melissa was appointed Office Manager in April 2014.  Having worked in a variety of industries over the last twenty five years, she brings a different perspective to the role and a wealth of administrative, business and management knowledge.  Melissa completed a Bachelor of Business Studies through Monash University in 2013, further enhancing her skills in the areas of Human Resource Management and Marketing.  As KTA’s Office Manager, Melissa’s role is to ensure the practice runs smoothly and efficiently, while meeting legislative and compliance requirements.

     


    Tanya Stevens – Senior Client Services Officer 

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    Tanya began with KTA Financial Services in an adviser support role in October 2007 after re-locating with her family to the local area. Tanya has accumulated 15+ years finance industry experience, initially in call centre supervision and later in superannuation administration.  Tanya continues to provide both KTA and our clients with an exceptional level of service, and remains an asset to the KTA team.


    Allison Cooper - Senior Client Services Officer  

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    Alli joined KTA Financial Services in 2010, after moving to the Fleurieu Peninsula with her husband. She has worked in the financial services industry now for over 8 years, initially as a taxation administrator/support officer (Self Managed Super Fund administration) and then as assistant to a team of three financial advisers. Alli’s vast knowledge, abilities and expertise has led to her becoming KTA’s administration team leader.



    Bev Blicavs - Senior Client Services Officer  

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    Bev became part of the team at KTA Financial Services in July 2012.  A long time Adelaide Hills resident, Bev has been employed in the finance industry for over 30 years, and brings a depth of knowledge to the role that further enhances KTA’s administration capabilities within the team.

     

    Kimberley Dorshorst - Paraplanner  

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    Kimberley joined KTA in May 2011 as a paraplanner.  She has worked as a paraplanner for the past 6 years and has experience with a range of financial planning strategies. Kim previously worked with Super SA and brings 20 years experience in the finance and banking industries to KTA Financial Services


    Sue Dalitz - Receptionist

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    Sue joined KTA in the role of receptionist in mid 2006. With over 16 years experience as a receptionist, Sue maintains an outstanding client focus and ensures visitors to the KTA offices are well looked after.  Sue continues to enjoy her role, noting “every day is different, and the variety of our work is very rewarding”.

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    KTA Pty Ltd trading as KTA Financial Services ABN: 19 008 141 080
    ASIC number 428597, Corporate Authorised Representative
    Charter Financial Planning Limited ABN 35 002 976 294 AFS Licence No. 234665
    Registered Office: Level 24, 33 Alfred Street, Sydney NSW 2000

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    Charter Financial Planning Limited is only responsible for advice provided by KTA Financial Services under the terms of Authorisation (Authorised Representative) of the Licensee.

     

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