QUALIFICATION & EXPERIENCE
Zoe has been in financial services for over 30 years. She has held roles in investment banking, structured finance, compliance, debt restructuring and, since 2003, client facing and leadership roles in Wealth Management in Australia.
Like Nick and all advisers at RV, she is passionate about the support a strong financial advice relationship can bring to peace and well-being in a person’s life. Along with Nick she is helping RV continue to deepen the advice relationships our advisers have, in ensuring that all of our clients have the tools, the peace of mind and the roadmap needed to navigate the years leading up to, into and throughout retirement.
Zoe is a CPA, is an active member of the Australian Institute of Company Directors and holds a Bachelor of Commerce and Advanced Diploma of Financial Planning.