Hi, I am Renee. I began my financial planning journey in 2018 and quickly realised I was exactly where I was supposed to be. I believe that all great financial plans start with education and understanding, and my aim is to try to simplify complex financial issues and communicate with my clients in plain English. I am passionate and committed to working together with my clients to help them achieve their goals and prepare for the future.
Prior to becoming an adviser, I was a compliance officer for a transport and agricultural company for 10 years, so I understand a little about living in a rural area like Toowoomba. I have 3 boisterous boys who are my greatest achievement, and I couldn’t be more proud of the life we have created. My continued dedication to furthering my knowledge means I hope to have my Masters Degree completed in the next year.
I enjoy working with all clients, from all walks of life and all life stages. I tend to work more with younger clients (under 50) and building their wealth, but have many clients who are enjoying the retirement life too. I believe it is never to early or late to get started.
Expertise
We are happy to discuss fees with clients once we understand individual situations and what we can do to help
Recent reviews
At a glance
- Adviser status Silver
- Rating
- Number of reviews 5
- Years of experience 3
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Highest qualification
- Master of Financial Planning
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Language spoken
- English
Gallagher Benefit Services Pty Ltd
Unit 2, 4 Tourist RdEast Toowoomba, QLD 4350
Opening hours
- 8:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Gallagher Benefit Services Pty Ltd
AFSL 488001