With over 20 years of experience in the financial services profession, Donna brings a wealth of knowledge and expertise to our team.
Having performed in various roles within her previous financial planning firm, Donna has gained a comprehensive understanding of our business from multiple perspectives enabling her to navigate complex challenges and drive operational efficiency. She is dedicated to continuous improvement and is always seeking ways to optimise our processes and deliver exceptional service.
Donna has a proven track record of building and leading high-performing teams, fostering a collaborative and supportive work environment. Her passion for client service means every decision and action taken by her team aligns with the goal of providing the highest level of support and value to clients – meaning our clients are always at the core of every operation.
Outside of work, Donna likes to spend time with her close family and friends, in particular her young granddaughter. Donna also has a passion for mental health and wellbeing.
