Successfully balancing home duties, raising two incredible young boys whilst also working full time to ensure her clients achieve their financial goals and looking overall their financial wellbeing. Shelley completed a Bachelor of Commerce as well as an Advanced Diploma before becoming a financial planner in 2015 and today is determined as ever to stay on top of the latest industry developments and ever-changing legislations. Her determination and commitment is admirable and will show through the results she delivers.
At WMP we get the balance right between leading and listening. We bring a sound structure to the client experience, but you will find when you meet with any of our advisers, there is a desire to understand your world as well as we can before we advise. Understanding your journey/vision is everything.