Anna commenced her career with Capital Partners in June 2021 after 12 months in the financial services industry. Majoring in Finance with a Bachelor of Commerce, she’s naturally analytical. Combined with her outgoing nature and quick-wit humour, Anna is an impressive and personable adviser in the making.
As an Associate, Anna enjoys being part of an invaluable support system that provides much-needed assistance to advisers. Interested in cash flow, retirement and tax planning, she thrives in building models that help clients achieve their goals and financial needs.
In addition to an excellent work ethic, she’s friendly, bubbly, and fun -and, like the team, knows there’s more to life than money. That’s why being surrounded by positive and supportive colleagues, friends, family (and food) brings her so much joy.
Education & Associations