Ann is our Practice & HR Manager. Ann has around 30 years’ experience in the financial services industry and holds an RG146 qualification and Certificate III in Financial Services.
Ann is our senior client services manager supported by her team to look after the ongoing needs of our clients. Ann also has special expertise on daily management of our SMSF clients. Ann has worked for Paul since 1999, first as his assistant whilst at Westpac and then joining the company in 2005. Ann’s role as Practice Manager also includes managing the day to day business operations, compliance, finance and Human Resources.
Ann she prides herself on providing excellence in customer service.
Ann is married to Ray and has 2 adult daughters.