Heather has been working in the financial services industry for over 30 years starting as an Accountant working for Chartered Accounting firms and in the corporate world and then moving to Financial Planning 15 years ago.
Heather is committed to serving the best interests of her clients and focusing on helping them achieve their goals in both the short and long term. Heather is also a specialist in Self-Managed Super Funds.
Her aim is to look after your finances so you can do what you do best in your working career and enjoy the lifestyle you deserve.
Her passion is to assist professional women become financially independent. Having worked in the health industry for over 7 years she has a particular focus on helping Nurses, Psychologists, Occupational Therapists, Physiotherapists, Dentists and other allied health professionals.
Outside of work, Heather is an active member of her local Surf Life Saving Club and Friends of the Heysen Trail and is walking with E2E12. She enjoys hiking, gardening, travelling, reading and keeping up with her husband and two daughters.
Qualifications and Awards: CA Financial Planning Specialist, B.A.(Acc), Adv Dip FS (FP), MBA, President BPW Adelaide, Member SA Diversity and Inclusivity Panel CAANZ, Completed Governor's Leadership Foundation Program in 2018 (GLF2018), former AFA Inspire SA Chair, Semi-Finalist AFA Female Excellence in Advice Award 2015, Securitor Financial Planner Rising Star of the Year 2015