Harmony started with CFB in 2016 having operated as a freelance Client Services Officer. Harmony has worked in the financial planning industry since 2011 and the customer services industry since 2003, bringing an experienced and enthusiastic approach to all of her duties here at CFB. Harmony liaises with our adviser team to provide support and updates to our clients at every stage.
- Certificate III Financial Planning
- Diploma of Financial Planning
- Currently studying a Bachelor of Commerce (Financial Planning)
WHEN did you start with CFB?
I started with CFB in March 2016.
WHAT are your duties at CFB?
My role as part of the CFB CSO team is to support the financial advisers to ensure your insurances and investments are established and maintained to assist you in protecting you and your family.
WHAT have you done professionally that you are proud of?
My passion is to educate and equip women to build their financial goals and support their journey to financial freedom. I have been given the opportunity to speak at a Million Dollar Ladies Event on the topic of Finance, Goal Setting and creating a living Financial Plan that will provide them with the structure to live a financially secure life and assist them on their path to financial freedom.
WHAT are you passionate about outside of work?
My husband Adam and I have a passion for travel and exploration. We are always looking for day trips to new places in SEQ and Northern NSW or finding new ways to get to our favourite spots. We also enjoy spending as much time as possible with our furbabies (Phoebe and Peppie) and extended family.