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Bree holds a Bachelor of Business in Financial Planning and is a CERTIFIED FINANCIAL PLANNER™ who has been in the Financial Services industry since 1999. She is currently working part-time in our Shepparton office as a financial adviser. Bree provides financial advice in all areas of financial planning including pre-retirement and retirement planning, superannuation planning including self managed super funds, wealth accumulation, gearing strategies and personal and business insurance.
On a personal level Bree is married to Jeremy and is also a busy mum raising a young family. In her spare time she enjoys sports, pottering in the garden and the company of family and friends.
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