Fiona brings together 25 years in investment banking and corporate advisory with highly specialised experience in wealth management for high net worth families. Through roles with Citibank, ANZ Investment Bank and Midland Bank she has led client transactions across industries (including mining, utilities, renewable energy, manufacturing, pharmaceuticals, telecommunications) and geographies. She has a passion for helping clients “make it happen” and is expert in negotiation and risk management.
Over the past 7 years she has been working closely with families of significant wealth to manage their wealth management through strategic planning, governance and independent investment advice. Fiona brings an intimate understanding of the challenges facing families in business as the second generation of a privately owned national development and construction business.
- B.Ec (Hons), MA, GAICD, AIF
- Bachelor of Economics
- Masters of Fine Art
- Accredited Investment Advisor – Centre of Fiduciary Studies
- Graduate of the Australian Institute of Company Directors