A reliable, organised and committed team member who always strives to deliver timely, professional service to all clients.
Libby splits her time between our Implementation team and Paraplanning team. Her work for the implementation team involves preparing all paperwork to implement our recommendations from our Statements of Advice and following them through until completion. New to our Paraplanning team, she is already a set fixture producing quality advice documents in a timely fashion. Her ability to multi-task is second to none and this includes keeping our Sydney office running smoothly at all times.
She holds a Bachelor of Commerce majoring in Marketing from the Australian Catholic University and a Diploma of Financial Planning from TAFE NSW.
Libby loves checking out live music, heading to the beach and gym as well as playing netball and football (soccer). She also enjoys catching up with friends and family over wine and cheese.