I’m the owner of Huon Financial Planning and your dedicated financial planning expert with over 25 years of experience and have run my own practice since 2010.

Before embracing a career ‘tree change’ in 1998 and retraining as a Financial Planner, I worked as a senior economist for the Commonwealth Government, including with Treasury and Foreign Affairs.

I really enjoy helping people transition from pre-retirement to retirement so they get to focus on the things that are important to them.

My aim is to simplify the complex world of retirement planning, making it easy for you to understand and navigate this important transition.

I want you to feel confident and sleep soundly at night, knowing you're making informed and sensible choices with your money. Building strong, long-term relationships based on trust is very important to me, and I encourage you to be actively engaged with the advice process because ultimately it is your retirement we are talking about.

With my professional qualifications and extensive experience, you can be assured you’re getting high quality advice that's tailored to your specific needs, goals and dreams. I'm also here to support and guide you every step of the way, ensuring you feel confident and empowered in your financial journey.

When I'm not helping others, I love the simple things in life and enjoy spending time with family and friends. I’m married to Geoff and we have two adult kids, Michelle and Stephen. I enjoy making preserves from the abundant produce of Geoff’s vegetable garden, which we happily share around the office. I find mindfulness in doing traditional English crewelwork and tapestry and have always had a passion for reading. Meeting up with friends a few times a year to make our Big Red Duck wine at the Shiraz Republic near Heathcote helps me stay grounded. I am dedicated to give back to the local community. I do various volunteer work and am a Board member for the Albury Wodonga Regional Cancer Centre Trust Fund Inc. Being a Grandma to six kids from a Congolese family in Wodonga keeps me on my toes, as do my two grand-puppies and our quirky beagle, Poppy.

Anne-Marie’s professional qualifications include: 

• Master of Financial Planning (MFinPlan)
• Certified Financial Planner (CFP®)
• SMSF Specialist Advisor (SSA®)
• Diploma of Financial Planning (DFP)
• Bachelor of Economics (B.Ec)

With over 20+ years of experience in the Financial Services profession, I have a diverse background that allows me to effectively bridge the gap between you and Anne-Marie, ensuring advice is executed efficiently and promptly.

I'll be here to make sure you fully understand what’s happening and why. My goal is to make this part of the advice process as smooth as possible, providing clarity and support every step of the way.

If you have any ongoing questions or concerns, I’m your go-to person, making sure you get the assistance you need.

Away from work, you’ll find me at my happiest in my garden, soaking up a beautiful day with a good book under the shade of an umbrella or a leafy tree. I also love tackling challenging hikes through nature or feeling the grounding presence of the ocean. Experimenting with new recipes is another joy of mine. Basically, if it involves prettified productivity, I’m all in!

Sylvia has the following qualifications:

• Bachelor of Business (B.Bus)
• Advanced Diploma of Financial Planning (ADFP)