Brittney works with Charles Moore and Peter Dunn as a Senior Associate.
Brittney joined the firm in February 2021, working closely with the advice team led by Charles Moore and Peter Dunn. She advises clients on portfolio strategy, oversees implementation, and manages ongoing client relationships to support their long-term investment goals.
As a Provisional Financial Adviser, Brittney is in the final stages of completing her full accreditation. She holds a Bachelor of Business (majoring in Accounting with a second major in Finance) and a Graduate Diploma of Financial Planning, and has completed Regulatory Guide 146 (RG 146) compliance.