With over 15 years experience in the financial service industry, Heather prides herself on helping clients understand and uncover their financial goals, then working closely together to achieve them.
Holding a Graduate Diploma of Financial Planning, Heather helps clients of all different ages, and from all walks of life, providing superannuation, investment and personal insurance advice. With a passion for Retirement Planning and Aged Care Advice, Heather specialises in helping older clients plan for and achieve their ideal retirement, with a firm belief that there is no point being retired if you can’t get out & enjoy it!
Outside of work, Heather loves spending time in the gym, hiking or at any type of football game with her sports-mad sons, and can often be found in front of the telly cheering on her Beloved Sydney Swans.
Authorised Representative of IFS Private Wealth Pty Ltd
ABN 29 628 093 363 AFSL 511051
