Bree joined COSCA Personal Wealth in 2015 as a client support officer, assisting the financial planning management team with client portfolios, maintaining meaningful relationships, and attending to client needs. New to the financial planning industry, Bree embraced her role diligently and aims to be efficient and successful. She is currently pursuing an Advanced Diploma in Paraplanning, with plans to join the Paraplanning Team by 2025.
Before joining COSCA, Bree worked in childcare for 10 years. As an active mum of two beautiful girls, she enjoys family outdoor outings, spending time at the beach, going on picnics, and exploring new places. Bree's commitment to her role and her family highlights her dedication and passion for helping others.