Daisy combines her extensive experience in wealth management implementation with strong administration skills to identify ways we can improve our services, particularly relating to our systems and processes.
Daisy has worked at 5 Financial for almost six years. She holds a Bachelor of Finance, Major in Quantitative Finance and Accounting (ANU). She has an Advanced Diploma of Leadership and Management (ACA) and a Diploma of Project Management (BBI). Daisy also has a Diploma of Financial Planning (Kaplan) and Cert IV in Finance and Mortgage Broking (Kaplan).
Outside of work, Daisy enjoys taking her golden retriever for walks. She also plays badminton and likes to go swimming. Trying out new food is also another hobby of Daisy’s, including visiting new restaurants and getting creative in the kitchen herself!