Hannah has been in the financial planning industry since 2011. Hannah has gained a strong technical knowledge in retirement planning, cash flow and budgeting, superannuation (incl. SMSF), investments outside super, savings plans, and general wealth creation. She also has a strong working knowledge of debt reduction strategies and holds a SMSF accreditation.
Hannah believes in building longstanding relationships with her clients and feels personally rewarded when clients achieve their goals. She prides herself on being very personable and approachable as well as having a knack for being able to translate the jargon into a clear and concise manner for clients to understand. By delving deep into client objectives, Hannah is able to formulate strategies tailored to clients individual needs.
She believes the key to clients success is firstly to identify and set clear goals and secondly, to commit to those goals with clear conviction. Her role as a Private Client Adviser is to nurture, guide and educate her clients, in a financial sense, to achieve their desired outcomes. She has experience in managing clients throughout their various life stages and is able to easily resonate with the different priorities prominent at every stage, to gain control of their financial future.
Hannah has recently completed her Masters in Financial Planning, and is an active member of the Financial Planning Association (FPA).
Outside of work, Hannah enjoys staying active as well as travelling abroad.
Click here to view Hannah's latest FSG