Heather has been working in the financial services industry for 30 years starting as an Accountant working for Chartered Accounting firms and in the corporate world and then moving to Financial Planning 14 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.
“To truly understand a client’s needs, a planner needs to be able to stand in their shoes. The most satisfying part of my work is making all the pieces of the financial jigsaw puzzle fit and see my clients when they realise they can fulfill their dreams” says Heather.
Outside of work, Heather is an active member of her local Surf Life Saving Club and enjoys gardening, reading, canoeing and keeping up with her husband and two daughters.