Bachelor of Commerce (Finance and Management), Advanced Diploma of Financial Services (Financial Planning)
Financial Planning Association of Australia (FPA), The Financial Services Institute of Australasia (FINSIA)
Anna joined the ASET team in 2017 as our Senior Paraplanner. Anna completed a Bachelor of Commerce at the Australian National University, majoring in Finance and Management. Anna also holds an Advanced Diploma of Financial Services (Financial Planning).
With over 13 years’ experience as a Paraplanner Anna is our financial modelling guru. With strong and diverse technical knowledge Anna’s input into strategy development helps deliver beneficial outcomes for a broad range of clients.
Out of the office, Anna is usually having a good laugh with her family and friends. With her husband Glenn they are busy wrangling their adventurous son, Alexander, and energetic daughter, Sophia.