Charlotte has been working in the financial planning industry for over a decade. Beginning her career in client services and then journeying into an adviser role has enriched her knowledge and expertise as now national head of technical services. Charlotte leverages her comprehensive industry knowledge to lead her team with a focus on efficiency and accuracy whilst adhering to legislation and licensee standards. Although not working with clients directly, Charlotte enjoys leading her team to construct advice that enables clients to lead Richer Lives.
Charlotte holds a Bachelor of Commerce with a double major in Financial Planning and Finance, Advanced Diploma of Financial Services (Financial Planning), Diploma of Financial Services (Finance/Mortgage Broking Management), Accredited Aged Care Professional and Self-Managed Super Fund qualified.
