Annabel has been in the financial planning industry for over 2 years, beginning her career as a receptionist. With her desire to learn and grow her career, she moved into a financial planning associate role shortly before joining My Wealth Solutions.
Annabel is responsible for assisting the Financial Advice Team with their day-to-day tasks as well as working closely with them to implement your financial plan. As a member of the Implementation Team, Annabel ensures that the practical implementation of your financial plan is as smooth as possible. Just a few of the implementation aspects Annabel is responsible for include matters relating to: insurance, superannuation, investment and debt recycling.
Outside of Work
Annabel is never one to stay still and enjoys netball (or any sport), shopping, socialising, going to the beach, road trips and eating out.
What’s your favourite thing about being part of the MWS team?
The friendly work environment. It’s still a professional setting but everyone is always up for a laugh while getting the required work done.
What do you wish people knew about financial planning?
Getting ahead of your finances at a young age is important – it means you don’t have to stress too much about it as you get older.
What's your favourite book, movie and food?
Book: The Book Thief by Markus Zusak
Movie: Anything with Andy Samberg
Food: Anything Thai
If you could give one piece of advice to the Annabel from 10 years ago, what would it be?
Don’t spend money on silly things and reserve a portion of your pay for travelling and general savings.
What's your weirdest office habit?
Dancing while sitting in my chair.
What's the one thing about you that people would be surprised to learn?
I have a huge fear of heights.
If you could have dinner with anyone past or present, who would it be and why?
My Nana, she suffered with cancer for 13 years of her life and was the strongest and kindest person I’ve known.