Education and accreditations
- Diploma of Financial Planning
Employed at Calder Wealth Management since
- 17th of August 2020
I have been in the Financial Planning industry since May 1998 and I really enjoy what I do. I love spending time with my family outside of work. On weekends I am mum’s taxi service taking my girls to their various sporting commitments, but I wouldn’t have it any other way. I am also a nana to my two step grandsons, and I love spending as much as time as I can with them. When I can I love sneaking away to the Clare Valley where my Dad lives
What do you enjoy most about wealth management?
Assisting clients to achieve their financial goals and objectives.
What do you love most about being part of Calder Wealth Management?
We have a great team of people working in the business and like the flexibility and work life balance.
What would you be doing if you weren’t working in Wealth Management?
I got accepted into Early Childhood teaching however would have loved to pursued Psychology specialising in kids’ mental health.
How should people think about their wealth?
They should live with their means and plan for the unexpected.
What do you love to do outside of work?
Spending time with my two girls – Melissa and Lauren. When I am not taking them to their sport enjoy spending time with my stepdaughter and my two step grandsons.
What quality of yours makes you best suited to what you do?
I am a people person and I get great satisfaction in helping people and seeing people achieving their goals.
What’s the most influential book you’ve read?
Unmasked by Turia Pitt.
What personal accomplishments are you most proud of?
Being a mum to my two girls and a nana to my two step grandchildren.
What’s the biggest challenge in wealth management?
A lot more focus on compliance and keeping up with constant legislative changes.