Louise has worked in the Financial Services area since 2000. Beginning her career in Canberra where she grew up, before moving to Brisbane in 2011. Her experience in Financial Advice has grown over time starting in administrative duties, moving to client service and adviser support. As she progressed further studies becoming an authorised representative allowing her to provide advice to clients first as an Associate Adviser and now as Adviser.
Having now worked in the Financial Advice sector for more than 20 years, she brings a breadth of experience to her clients both in retirement and leading up to retirement. Louise enjoys helping people set lifestyle and financial goals and helping them to achieve those, in addition helping people to understand the complexities of the superannuation and legislative systems in terms that are relevant to them.
Louise provides advice in the following areas:
- Superannuation advice
- Retirement Planning advice
- Investment Portfolios
- Personal Insurance advice
- Centrelink advice
- Estate Planning advice
- Cash-flow and Budgeting
Qualifications
- Advanced Diploma in Financial Planning
- CFP designation
- Bachelor of Business majoring in Finance
- Margin Lending
Interests
Outside of work my husband and I enjoy hiking, and spending time with our two daughters, travelling when able. When I have free time I myself enjoy- Pilates, Reading, Sewing and Cooking.