Annie is firmly committed to helping people achieve their lifestyle and financial goals by making smarter financial decisions, navigating through life’s challenges. Annie has been in the advice industry since 2015, commencing as a Client Service Manager, exposing her to a number of different aspects of the advice process which sparked her interest in Compliance where justification and high standards are employed. Annie also enjoys building strong rapport with clients and advisers, allowing her to find common ground and provide comfort and confidence in each situation. Annie holds a Bachelor of Business in Banking and Finance, and her Advanced Diploma in Financial Planning.
A food lover and mother to son Daniel and fur baby Maisey, Annie also plays indoor soccer. During winter she enjoys the snow and skiing, where she aims to ski in several different locations overseas. Annie is also a proud supporter of both Melbourne Football Club in the AFL and Melbourne City in A league.Back to team