Awards – recognition for my clients & staff

My goal is to surround myself with the most amazing group of exclusive clients and the very best team of finance professionals to serve them.

In recognition of my team’s great work and my client’s ongoing support, I was recognised as the youngest ever winner of the Money Management Financial Planner of the Year in 2015. In 2015 I was also recognised as one of the 10 finalists for the Australian Financial Review’s Emerging Leaders Program.

In 2014 I was awarded the Independent Financial Advisor Excellence in Financial Advice Award and the Investment Advisor of the Year Award. In 2014 I was a finalist in the Women in Financial Services Woman of the Year Award. In 2013 the NSW Chamber of Business awarded me the NSW Excellence in Business Ethics Award.

Stay connected

I actively share my thoughts and insights on Twitter, my blog and on LinkedIn. If you’d like to connect with me, I’d love to hear from you

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