Mandy first started in the Finance industry 23 years ago in Cairns with one of the big-four banks. She moved to Brisbane to further her career in Financial Planning and returned to Cairns in 2010.
Client relationships are Mandy’s focus. Mandy builds a trustworthy rapport with clients and aims to maintain strong and lasting relationships by providing quality advice and assistance.
Mandy is an expert in retirement planning and works with her clients to optimise the most tax effective position both prior to and post retirement.
- Financial Planning advice and education
- Wealth creation and protection advice
- Pre-retirement and retirement advice
- Cashflow and debt management advice
- Centrelink and aged care advice
- Personal Protection advice
- Salary sacrifice and salary packaging
- Estate Planning.
- Graduate Certificate of Financial Planning (Current Study towards Masters of Financial Planning) Kaplan
- Advanced Diploma of Financial Planning, Mentor Education
- Diploma of Financial Planning, Threesixty
- Member of Financial Planning Association of Australia
- Commissioner for Declarations.