Qualifications / Professional Memberships
Diploma of Financial Services (Financial Planning)
Certificate IV in Financial Services (Financial/Mortgage Broking)
Accredited Aged Care Professional
Associate of Financial Planning Association of Australia
Heather is an accomplished Financial Services professional with 24 years experience in the finance industry. She has positioned herself as a confident and trusted advisor in the areas of financial planning and lending solutions, two of Carthills core service streams.
A great believer in exceeding clients’ expectations, Heather takes the time necessary to properly understand her clients’ needs and aspirations. Her advice, support and guidance mean that much of the stress and worry is taken out of the equation, leaving clients free of anxiety and able to get on with the things that really matter in their lives.
Working with the other senior Carthills team members, Heather applies good instincts in identifying the best opportunities to optimise her clients’ financial position. Interpreting and responding to investor trends is a key strength, as is her sharp focus on appropriate levels of portfolio protection and entitlements.
Heather is an expert at removing the blur that sometimes surrounds the financial planning process, making it clear what her clients can expect in the way of service, support and care as well as what steps are necessary to optimise their financial position.