B.Com (Fin), Diploma Financial Planning, RG146
Financial Planning Support Manager, AFSL 303138
Fiona joined Abbotts Wealth Management in May 2019 as a Financial Planning Support Manager. She holds tertiary qualifications in Finance and a Diploma of Financial Planning.
Her focus is on the implementation of our advisers’ recommendations, overseeing compliance, building systems and processes for the wealth team. Fiona’s cheerful demeanour and professionalism ensures your experience meets our high standard of service expectation.
Fiona specialises in wealth management administration.
In her leisure time, Fiona enjoys spending quality time with family and friends, getting involved with her local church community and cooking/baking.