Anne has worked in financial planning, paraplanning and administration roles for many years, and joined Gray Perry Wealth Advisers in 2017. Anne has over 25 years of experience in administration – specifically in financial planning, and she completed her Diploma of Financial Planning in 2018.
Anne is extremely confident interfacing with insurance and superannuation providers. She understands these interactions are often quite stressful for people, and is very happy to lead these conversations on behalf of her clients. Her cheerful and helpful nature make this process even more enjoyable.
Anne enjoys helping people by reducing their stress. Financial planning is a very client-oriented industry and she loves feeling that she has made a difference in people’s lives.
In her free time Anne loves being with her family, catching up with friends, going to the beach, and reading.