Why I do what I do
After a career change in 2007, I found myself working in client services alongside another financial planner and was instantly in love with the role! I now consider myself one of those lucky people who has found a position that is both fulfilling and enjoyable.
Organising paperwork, caring for our clients, working to deadlines, and solving problems – these are all things I get to do on a daily basis and they are ultimately what makes me feel satisfied at the end of each day when I can see how much they all contribute to the business and our clients as a whole.
What I do best
Helping clients during the planning process to achieve the best outcome is very important to me. I have a very caring nature and like to connect with our clients and genuinely help them out any way I can!
I also thrive on the fast-paced nature of the Client Experience Manager role, and in turn, this really helps me to keep on task and ensure structure and order amongst the mountain of paperwork that needs to be processed regularly.
Who I am
I am the mother of a gorgeous little 5-year-old boy, who I like to call my cheeky monkey! I love music and have recently tried my hand at mastering drums.
I live a quiet family life and mostly just enjoy relaxing with family and friends on my time off.
I’ve been in the business of financial planning since 2007 and hold the following qualifications:
- Diploma of Financial Planning