After graduating from high school in 2014, Annabel began studying Exercise & Nutrition Science at the University of Queensland before deciding that this was not the career path she wanted to follow. Changing directions, Annabel began working in the financial planning industry in 2016 as a Receptionist, however, due to her desire to learn and grow her career, she moved into a Financial Planning Associate role shortly before joining the My Wealth Solutions team.
Annabel is responsible for overseeing the Client Services Team, to ensure that all operations are running smoothly and you have the best experience possible with us. While whipping the Client Services Team into shape is Annabel’s main job, she can also be found working across every department at My Wealth Solutions to ensure your financial future is secure.
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: Bohemian Rhapsody
Food: Anything Thai
If you could give one piece of advice to the Annabel from 10 years ago, what would it be?
Save your pennies! I wish I knew the importance of saving when I first started working.
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 am petrified of heights, but I have this strange desire to go sky diving.
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.