I was initially drawn to The Moreton Group because I wanted to further my knowledge and gain more expertise in financial planning. As an adviser assistant I work closely with the team across several financial planning practices. I love having the opportunity to learn something new every day and building connections with our clients.
When searching for a job I was looking for a small team with great organisational culture. After completing a Bachelor of International Business and a Diploma of Financial Planning, I joined the team in February of 2021.
Outside of the office there’s nothing I enjoy more than catching up with friends over dinner or making a trip over the border to visit my family in Northern NSW. I’m also a plant mum and enjoy trying to keep all house plants alive.