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Annabel Roberts

Operations & Quality Manager

Annabel recently re-joined the My Wealth Solutions team after several years working as a Business Development Manager in platform and investment sales. Her career in financial services began over 10 years ago when she joined a financial services firm as a Receptionist, before moving into Client Services and Operations at My Wealth Solutions.

Over the years, Annabel has gained extensive knowledge of the broader industry and is now returning to financial advice in an Operations & Quality role. In this position, she will focus on enhancing processes and ensuring our team delivers outstanding service and the best possible outcomes for clients.

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Experience

Annabel recently re-joined the My Wealth Solutions team after several years working as a Business Development Manager in platform and investment sales. Her career in financial services began over 10 years ago when she joined a financial services firm as a Receptionist, before moving into Client Services and Operations at My Wealth Solutions.

Over the years, Annabel has gained extensive knowledge of the broader industry and is now returning to financial advice in an Operations & Quality role. In this position, she will focus on enhancing processes and ensuring our team delivers outstanding service and the best possible outcomes for clients.

An avid traveller, Annabel recently returned from a three-month stint in Europe and plans to continue ticking countries off her bucket list. When she’s not travelling, she spends most of her time with friends and family, discovering new places to eat or on the netball court as both a player and coach.

Get to know Annabel Roberts

What do you wish people knew about financial planning?

It really is for everyone – no matter if you’re just starting out, building a family or ready to retire – good advice can provide meaningful value.
Get to know Annabel Roberts

What is your favourite thing about being part of the My Wealth Solutions team?

I think it speaks volumes that after a few years away, I’ve chosen to return to My Wealth Solutions in a new role. It’s a fantastic business with a great team who are always looking to learn, grow, and make a real difference for our clients.
Get to know Annabel Roberts

If you could give one piece of advice to yourself from 10 years ago, what would it be?

Time flies!! Be present and be kind to yourself (or invest in Tesla).
Get to know Annabel Roberts

What’s your weirdest office habit?

Desk karaoke!

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