Pia 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.
What gives you the most satisfaction about your work?
Working with a gifted and talented team that delivers client centric quality advice.
What’s your best financial tip for anyone moving from Australia to the UK?
Take half the stuff and twice as much money as you think you need.
When should someone who is moving overseas get financial advice?
Somewhere between deciding to move and before they touch down in the land of Oz.
What’s the best thing about living in Australia?
What’s the best thing about working for bdhSterling?
The staff, the clientele and the culture.
More of our Perth team members
Get to know a few more members of our team.