About Me

Meredith commenced in the financial services industry after 2002 after working in the Mining and Retail industries as a market analyst. In 2004, she graduated as a Financial Planner, and in 2007 she became a Certified Financial Planning Practitioner.

Meredith worked in small boutiques, Bailiwick Financial Services and Rothgard Financial Partners, then joined QTCU Financial Planning which later became RACQ Financial Planning. She rose from Senior Financial Planner to Financial Planning Manager, then General Manager during her 16 years at RACQ. After this time, Meredith had a career break, taking time off to assist her own parents navigate the aged care system.

Meredith has returned to what she loves most, a company solely focused on quality advice and guiding clients to achieve their desired future. Meredith makes the complex, simple; helping clients navigate life and the systems in which we all operate.