Montana graduated with a degree in Commerce and Business majoring in Financial Planning & Accounting from Griffith University in 2020. Montana has previously worked in accounts and administration for a local family-owned business.
Montana is a Client Services Officer, looking after our front desk and helping clients with booking meetings and documentation.
Outside of Work
Montana loves watching anime while cuddling up with her 4 cats!
What’s your favourite thing about being part of the MWS team?
I love the vibe and energy of the office. Everyone is so friendly and welcoming!
What do you wish people knew about financial planning?
A lot of people assume financial planning is a “someday” task, something they should do when they are wealthier or older. But there is no better time than the present.
What's your favourite book, movie and food?
Book: Investing with She’s on the Money
Movie: Grave of the Fireflies
Food: Chicken Schnitzel
If you could give one piece of advice to yourself from 10 years ago, what would it be?
Have confidence in yourself. Don’t be afraid to take risks and make mistakes along the way.
What's your weirdest office habit?
I write things on my to-do list even if I’ve already completed it.
What's the one thing about you that people would be surprised to learn?
I have a phobia of buttons, you will never catch me wearing clothes with buttons.
If you could have dinner with anyone past or present, who would it be and why?
Victoria Devine – She is very inspirational and I hope to be as successful as she is one day.