About Yvonne

I embarked on my journey in financial planning in 2001, following over a decade of experience in banking and finance. I initially served as a Paraplanner to three Financial Advisors before transitioning to the role of Financial Advisor in 2002.

Throughout my career, I’ve worked in various regions, including the Riverina, Canberra, and the Hunter, as a Financial Advisor with private practices. In these roles, I’ve helped oversee the ongoing advice and management of clients.

My extensive background includes assisting advisors in the development and implementation of strategic advice, as well as identifying solutions to enhance client outcomes. This has encompassed a wide range of areas, from wealth accumulation to planning for pre- and post-retirement.

I help manage the advice process and contribute to the development of quality standards, bringing strong attention to detail and a commitment to exceptional client service.

I’m deeply committed to fostering a trusted connection between advisors and clients through the provision of strategic financial advice that is personalized to the individual.

Outside of the office, I love exploring new destinations in our caravan, in addition to spending quality time with family and friends. I’m also a keen reader, particularly psychological thrillers, and AFL fan (go Swans!).