- Bachelor of Economics
- Graduate Diploma in Financial Planning
Fiona has worked in the finance sector for over 13 years. Fiona started her financial planning career in an administrative role. Owing to her technical expertise, she quickly moved into a Financial Planner position. Prior to joining StatePlus, she worked for one of Australia's major banks.
Fiona is passionate about client service and is driven by a commitment to providing her clients with quality advice that is relevant to their needs. She enjoys meeting with clients to discover their financial goals and to guide them through the different strategies available to achieve the lifestyle they want both now and in retirement. Fionaís strong technical background allows her to provide advice on a range of issues, including wealth accumulation and retirement planning.
Married with two children, Fiona has lived in the Penrith area for her whole life. She enjoys spending time with her family and friends, reading a good book and travelling. Fiona also plays an active role in a Ten-Pin bowling league in Penrith.