Nancy has a diverse professional background spanning institutional banking and property funds management. In 2010, she moved into the financial advice profession having discovered an enthusiasm for the technical aspects of advice.

Nancy finds great satisfaction in supporting clients to achieve their life goals and financial priorities. She believes wealth management can be a powerful tool for creating peace of mind and long-term wellbeing.

She has a Bachelor of Business degree, majoring in Finance and Marketing; and a Graduate Diploma of Financial Planning.

Beyond work, she values spending time with family and friends; and is passionate about fitness, travels and her next food adventure!

You can reach Nancy on 0414 498 026.