Maree is a Client Services Officer/Trainee Associate Adviser with a Bachelor of Financial Planning. She has over 14 years experience in a Client Services Officers role and have 4 years paraplanning experience. Maree has experience in the preparation, research and implementation of SOA’s, ROA’s, Aged Care Strategy Papers and annual Reviews. Her work experience and learning have assisted her in developing excellent attention to detail and organisational skills.
- Senior Associate at KDM Financial and Estate Planning, 2021 – Current
- Client Services Officer/Trainee Associate Adviser at Wealthmed, 2021 – 2021
- Client Services Officer/Paraplanner at Tynan Financial Planners, 2016 – 2021
- Paraplanner/Authorised Representative at Morgans Financial Limited, 2007 – 2016
- Bachelor of Financial Planning at Central Queensland University