Having worked with The Moreton Group previously to assist with their outsourced paraplanning needs, I jumped at the opportunity to join the team. As a paraplanner, I work closely with our financial advisers to assist with strategy development and prepare high quality advice documents for our clients.
My personal values strongly align with the firm. I enjoy working with our team and being surrounded by like-minded people who value the importance of prioritising a work-life balance.
My Bachelor of Commerce, and 8 years working in the planning space, has equipped me for my role in the finance industry. Prior to my role here at The Moreton Group, I worked as an Advice Services Manager and as a freelance Paraplanner.
Family takes up the majority of my time outside of work hours. I’m a mum of twin boys and they keep me on my toes. When I manage to get a moment to myself, you’ll find me at the gym or studying for my Masters.