AFP® B Bus (Financial Planning)
Ceri commenced her career in the finance industry in 1989, working in banking and insurance in England until she migrated to Australia in 1994.
Following her arrival on the Central Coast of NSW, she moved into accounting, working in the construction industry whilst obtaining accounting qualifications.
In 1996 she established an accounting business which quickly grew. Selling the business in 2001 allowed Ceri to follow her passion of investing, a natural accompaniment to accounting.
From 2001 to 2003, Ceri was the Australian and New Zealand Accountant for a NASDAQ listed company. Ceri has continued to provide accounting and mentoring services to numerous businesses, as well as successfully investing in property, and starting a family in 2007.
Ceri returned to University in 2010, and was awarded a Bachelor in Business (Financial Planning) with Distinction in 2016 from RMIT University.
Ceri is a member of the Financial Planning Association of Australia.
Ceri has a strong interest in making sure young people and families are covered properly in the case of unforeseen illness or injury, as well as a keen interest in investment markets and tax mitigation.
Ceri has a passion for helping people plan for their future wealth accumulation and security.