As an Associate Planner, I’m part of the financial planning team. My main responsibilities include working alongside planners, writing recommendations, and conducting research. I also collaborate closely with the administration team on platform development and implementing recommendations. You’ll often find me in client review meetings taking notes. I’ve also recently attained my Chartered Financial Planner qualification.
I really enjoy hearing about clients’ lives and travel experiences, and being part of the process to help them achieve their financial goals.
Outside of work, I live with my partner, Joe, and our daughter Arabella. If I’m not at home or in the office, you’ll likely find me at the stables with our horse. I recently retired from Horseball (think rugby on horseback) after competing in Australia, Spain, and France. We’re now focusing on eventing.
To unwind, I enjoy dining out and socialising with friends.
