Bree took the scenic route into financial planning, completing a Bachelor of Medical Radiation Science – Nuclear Medicine, before finding her way into the industry in 2010 – proof that a curious, science-trained mind makes for a great financial planner too.
A born-and-bred Novocastrian, Bree brings a real sense of community into her work. She’s a people person through and through, and she loves getting to know clients, understanding the “why” behind their money, and giving them the clarity and confidence to reach their goals.
That passion for good advice is personal. Bree watched her own parents receive poor advice from an accountant who wasn’t qualified to do so. It’s an experience that still drives her today: she’s determined to help everyday Australians get it right the first time, so they never have to learn that lesson the hard way.
When Bree is not working, you’ll find her at the gym, running, at the beach, or spending quality time with her family and friends. Bree also volunteers her time at the Mater Hospital packing lollies and with local kids’ sporting teams and schools, giving back to the community that raised her.
