Pia Dollas-Welsh leads the Paraplanning team for bdhSterling Australia. She has a passion for sound Financial Planning that is up-close and personal. Tracing back to her childhood, Pia watched her mother juggle three jobs to support two children, a mortgage and a terminally ill husband with little insurance.
After running her own private practice, Pia was recruited as a Senior Financial Planner to work with the high net wealth clients of a large banking corporation. She was further promoted to a national coaching role, which focused on the training of financial advisers, to deliver client centric advice.
Pia enjoys connecting and working collaboratively with the team at bdhSterling to create advice that meet the needs and best interests of our clients. She holds an Advanced Diploma in Financial Planning, a Certificate IV in Training and Assessment and is both a Certified Organisational Coach and Certified Financial Planner.
Pia takes guilty pleasure in the bean in the morning (with cream) and the grape at night (full-bodied Shiraz, please!). Outside of the office, she has two cats Charlie and Lola, two teenage children Connor and Maddison and a husband Bruce (not in that order). Pia is rumored to drive like a New York taxi driver. She loves design tweaking her Federation home and is fond of board games (however, tends to gloat with much delight when she wins).
Pia’s favourite quote and life philosophy – “People will forget what you said, people will forget what you did, but people will never forget how you made them feel – Maya Angelo.
Title: Paraplanning Manger