Para-planner and Compliance
Anne has worked in the financial services industry for the past 20 years, predominantly within small boutique practices. Prior to joining Aspirations Wealth Group, Anne worked with Australian Ethical Investments and Aged Care Steps, two areas in which she is passionate.
At Aspirations Wealth Group, Anne’s role is to produce our advice documents, improve advice processes and ensure the business remains compliant with relevant financial planning legislation. She is also knowledgeable with regards to aged care and is able to assist clients navigate this difficult area.
On the weekend you will no doubt find Anne in the kitchen cooking up a storm, running with a local group or winding down with yoga.
Bachelor of Commerce, Deakin University
Diploma of Financial Services
Associate Diploma of Management (Business)
CFP Program Level 1 - Ethics