Belinda joined the Private Wealth team as a Senior Financial Adviser in January 2019 and has worked in the financial services industry since 1990, specifically in financial planning since 2006. Her previous roles include working in the banking sector within both regional and major banking organisations, private financial planning firms, and a not-for-profit superannuation fund.
Belinda has a broad level of experience within all aspects of wealth creation, preservation, protection and succession. She enjoys educating her clients and ensuring they are well protected as she helps them work towards their financial goals and aspirations. She says “I am particularly passionate about bringing more women into the financial conversation so they are fully empowered, and have certainty and confidence in their financial future”.
She is an avid follower of Warren Buffet and his quote “Price is what you pay. Value is what you get”.
Professional Qualifications & Memberships include
- Bachelor of Commerce (majoring in Financial Planning)
- Diploma of Financial Services (Financial Planning)
- Associate Financial Planner®
- Member of the Financial Planning Association of Australia (FPA)
- SMSF Accredited Adviser
- Certified Financial Planner (currently studying final unit)
She describes the best part about working at 360 Private Wealth as, “definitely the broad range of specialists that I am lucky enough to work with on a daily basis, which not only helps me grow in my role, but also in the end benefits my clients and the holistic advice and services we provide”. Outside of work Belinda loves spending time with her family (including her 2 Border Terriers), boxing and gym, children’s weekend sports, and loves to have an annual holiday each year to look forward to.