Ann is a qualified Financial Planner and Risk Specialist. She’s responsible for ensuring her clients have peace of mind in their financial decisions about insurance, and that their financial position is watertight should life throw an unexpected curveball.
Ann has worked in finance for most of her career, and has been involved in the risk industry for 14 years. Prior to joining us she ran her own business specialising in personal risk. As part of her role, she enjoys training people in her area of expertise and helping them to understand how important it is to protect a client’s assets and income.
What’s your best tip for anyone moving to Australia?
Just get involved and get to know people!
What’s the best thing about living in Australia?
The summers and the people.
What do you miss about living in the UK?
My family and friends, as well as the English countryside.
What gives you the most satisfaction at work?
Helping people when they need it most.
What’s your best financial tip for anyone moving from the UK to Australia?
See a BDH Adviser as soon as possible as they understand both sides of the jurisdiction.
More of our Perth team members
Get to know a few more members of our team.