Financial Planner - GradCertFP SA Fin
Dee became a partner of A&B Financial Planning in July 2020. Starting in the financial services industry in retail banking in 2009; she then joined our A&B Financial Planning team in 2012. She became an Authorised Representative of Matrix Planning Solutions in December 2018 and has attained a Graduate Certificate in Financial Planning.
Dee is passionate about helping people to achieve their financial goals and improving financial literacy of children. Her ability to communicate with our clients to get a clear understanding of their goals has always been her strength.
Dee and her family live on their farm at Trungley Hall. Away from the office Dee enjoys gardening, art, fishing, caravanning and spending time with her family.