Mandy is the Senior Financial Planning Assistant.
Mandy has been with Busselton Financial Planning for over 6 years and specialises in “Financial Planning Questionnaires” and the preparation of “Statements of Advice” for our clients. Mandy completed her Diploma of Financial Planning in February 2016.
Mandy has a background in finance and previously held the role of Financial Systems Analyst with Wesfarmers Group Treasury. This position contributed to relevant experience in dealing with, and familiarity of money markets. Prior to her role at Busselton Financial Planning Mandy helped her husband run their Steel Fabrication Business whilst raising their two teenage boys.
Mandy loves the outdoors, fishing, four wheel driving, snorkelling and is an avid West Coast Eagles fan.