Strategy & Advice Manager
I am very pleased to join CSP with its long history in financial planning and strong client relationships built on smart advice and great client experiences. I look forward to getting to know our clients and assisting our financial advisers to provide innovative advice solutions.
My education & experience
I have spent my career working in the financial services sector with the first half in funds management and the second half in financial planning.
I have a Bachelor of Commerce with honours in Finance from the University of NSW and hold a Diploma of Financial Planning.
When I am not in the office …..
I like taking our spoodle Sophie for a walk and going for a motorbike ride with my husband Richard. We both love to spend time with our young adult children, Arran and Sarah.
We have just returned from a fabulous family holiday to Europe and, being a Federer fan, I am having a great 2017.