ANNA COTTER

Anna is passionate about creating a cohesive and empowering environment for employees to thrive and excel, enabling them to provide exceptional service and valuable advice to our clients.

Anna has over 35 years’ experience in the Financial Services Industry in various roles, including Practice Manager of boutique financial planning firms, Relationship Manager for Private Clients and working with advisers as a Business Development Manager.   Anna holds an Advance Diploma Financial Services (Financial Planning) and a Diploma of Accounting. 

In her free time, Anna loves spending time with her family, exercising, tending her veggie garden and sewing.