SPEAKERS

Session: POWER Practitioner Panel Session: How We Bring POWER Planning to Life
Time: 10:00 AM – 10:30 AM
Location: Connaught Rooms 1-2

For more than 20 years I have had the opportunity to develop and practice my financial education, a privilege personally and professionally.

I am an experienced Financial Planner, Coach, Examiner, Subject Matter Expert, as well as a Local Standards Council Member. Through my financial practice, I have come to appreciate that whatever name we give to our professional roles, being a good technician and, more importantly, a human being is what the work is centred on. Helping clients to discover and achieve their own truth about money, based on their views, values, and priorities is what I believe is the most important. An adviser should offer a listening ear and the right amount of optimism, empathy, and challenge, supported by technical competence, to achieve this.

In an industry that is becoming increasing complex and fragmented, I am excited to be part of the Practitioner Panel to serve our community: removing barriers, sharing best practices and working collaboratively for the betterment of our profession from within.

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