What do I enjoy about financial planning? ~~~~~ Having the opportunity to meet different people and being able to assist them in their financial life journey.
My specialities ~~~~~ Self Managed Superannuation funds, Aged Care, personal protection ( Life, TPD, Income Protection and Trauma) and Estate Planning.
My background ~~~~~ Together with my husband Paul Brown, we have been helping clients as Financial Advisers on the Sunshine Coast since 1998. Prior to this I worked on new product and system development with Colonial First State in Sydney for 5 years and before that was with AMP Superannuation.
Favourite holiday destinations ~~~~~ Tasmania – at the moment loving exploring the outdoors and enjoy the challenges of trekking, having now completed the 3 Capes Trek, and various treks within Mt Field National Park and the South West Area.
Qualifications and Affiliations ~~~~~ Authorised Representative (no. 318363) of Professional Investment Services, Diploma of Superannuation Management (ASFA) and Commissioner of Declarations.
Outside work ~~~~~ Enjoying seeing our boys now completing the University side of their education, passionate about ocean swimming, stand up paddling, latin dancing and enjoying good food.