Summary

Donna was named in the Financial Standard Power50 Most Influential Advisers in Australia in 2019, and was the National Winner AFA Female Excellence in Advice in 2018. Donna has 25 years’ experience within the Financial Services profession in varying roles across Banking, Business and Personal lending and Financial Advice. Donna has been working specifically within the Financial Advice area for 19 years and self employed for 13 years. Donna works predominantly with business owners, professionals and women. She also helps clients who may have a terminal illness, or when a family member or partner has passed away. Donna is passionate about maintaining strong relationships with her clients

Focus Areas

• Estate Planning
• Income Protection
• Life Insurance
• Retirement Planning
• Superannuation
• Wealth Management

Education

DFP - Diploma of Financial Planning