I am a Senior Paraplanner at Accru Hobart, having been with the firm since June 2012. I have a diploma in Financial Planning and have been involved in the finance industry for over 25 years.
I enjoy working with the Financial Planners who are also Chartered Accountant; this has enabled me to broaden my knowledge and better understand our clients.
I assist Financial Planners in tailoring advice to suit individual client needs and help them with implementing the advice they provide. The most rewarding part of my job is building relationships with our clients and moving with them through their financial journey, so they have a clear understanding of the advice provided.
When out of the office, I enjoy gardening, walking, and spending time with family. Accru Hobart provides me with resources to expand my knowledge and training, and to keep up to date with the ever changing legislation in the financial planning environment.
