Louise Duncan

Senior Paraplanner

At work

Louise has been in the financial services industry for over 20 years. She provides support to the UK financial planners with research, cashflow planning and preparing advice.

Before joining bdhSterling (and motherhood), Louise was a successful financial adviser for over 13 years. With this knowledge, Louise is also helping to strengthen our UK business, ensuring we deliver high quality, holistic financial planning to our UK clients.

Google Reviews
Tim Phillips
Although I have a financial services background, transferring pension assets from the UK to Australia is specialist work, and needs doing 100% right first time.The BDH guys over-delivered with a lot of knowledge, experience and professionalism, which in turn gave me the peace of mind I needed throughout this process.I have absolutely no hesitation in recommending them. BDH exceeded my own high expectations.
Jojo Baxas
They were so responsive and answered all my (sometimes silly) questions. When the pandemic struck and lockdown ensued, they were business as usual and my payment was issued right in the middle of all of that. I have nothing but positives.
Wendy Stone
A service second to none. Friendly, professional and client focused at all times, and more than willing to go the extra mile to ensure customer satisfaction.
Prash Naik
I would highly recommend bdhSterling for high quality and professional advice. They advised me in the UK and Australia and were invaluable.
Shiranth Fernando
For the last three years, I have used bdhSterling to look after my UK pension while waiting to transfer it to Australia. I have found the investment recommendations and advice to be excellent. Communication is effective and financial transactions are undertaken efficiently. Definitely a five-star company.
Bob Crosby
Been with them since 1999 and am yet to find anyone more knowledgeable and helpful. Returns have always been ahead of market averages at a very reasonable price. Fair and open with great staff.

Spotlight questions

What’s your best tip for anyone moving to the UK?

Pack for all weathers and choose a decent football team to follow!

What’s the best thing about living in the UK?

The Premiership League, our traditional boozers, Old London Town & The National Trust.

What’s the best thing about working for bdhSterling?

By far, the best team I have ever worked with. There is a real sense of family and everybody pitches in.

What’s your best financial tip for anyone moving from the UK to Australia?

Seek specialist advice before you go – lots of pitfalls that can be avoided.

When should someone who is moving overseas get financial advice?

When they are first considering making the move – again there are a number of pitfalls that can best be avoided if planning starts early enough.