Foundation Partners was launched back in 1998. The very name of the practice was to emphasis the ideals of partnership with our clients, in order to provide specialised and tailored advice in the complex area of Protection Planning. This includes Life Assurance Solutions, Trauma and Disability protection strategies, Income protection, Key-Person Covers, Share Purchase Agreements, arranging well- crafted Wills and if applicable, Estate Planning arrangements.Although originally from Perth, I started my career in financial services in the UK in 1994. Initially working for a senior partner of J. Rothschild Assurance, then subsequently running a very successful Financial Planning Practice with my husband for 12 years. After selling the business we moved back to Perth in 2007 be closer to my extended family where I continue to work in the industry. I joined Foundation Partners in 2012.I have two fantastic children, and a supportive husband who bring joy to my day and remind me how fortunate I am. I just want to protect that.
Not institutionally aligned
ADFP - Advanced Diploma of Financial Planning