Felicity is a multiple award-winning Financial Planner, Wealth Manager, and Speaker who has earned the reputation as a seasoned and passionate leader in the financial space. Based on the Gold Coast, but serving client all over Australia, through the span of almost two decades, she has cultivated extensive first-hand experience in her field, having worked with JBWere Goldman Sachs, Macquarie and Morgans before obtaining her own licence so that she could provide Independent Financial Planning advice to her clients.