Louise qualified as a Financial Planner in 2001 and works with clients to protect, structure, build and proactively manage their wealth by taking a holistic approach and applying a strategic overlay.
In collaboration with clients’ key family advisers, such as Private Bankers, accountants and lawyers, Louise co-ordinates and manages the specialist expertise to achieve the best result for clients by strategically working towards individual, family and business goals.
Louise's depth of knowledge and experience across both banking and financial planning enables her to provide a unique and holistic approach to the often complex financial needs of successful Australians.
Louise holds a Graduate Diploma of Financial Planning, Diploma of Financial Planning and a Bachelor of Applied Science (Medical Imaging Technology). Her previous roles include Private Banker and Radiographer.
