Being responsible for all aspects of day to day operations and client services, I pride myself on my customer service skills and knowledge around financial advice principles and tackle each and every task with positivity and enthusiasm.
I am the General Manager and Business Development Manager at Wealtheon Financial Services. I have a strong history in the financial advice industry, having worked in both large-scale and boutique firms, and bring the best aspects of both to my role at Wealtheon.
I have worked in many different industries and firmly believe regardless of the business type, that customer service is key. My main role in Wealtheon is to ensure that each of our clients have a wonderful experience at each step of their advice journey, and love this aspect of my work. I believe knowledge is power, and am always looking for more opportunities to expand my learning and skills, both at work and at home, and look forward to continuing my personal and professional growth and to create my own place in the Financial Services Industry.
When I’m not at work, I love nothing more than spending time with my incredibly enthusiastic Kelpie pup Bones, and enjoy hiking, bush walking and anything outdoors.
“An investment in knowledge pays the best interest.”
- Benjamin Franklin