Forest Wealth support staff
Lyn
Paraplanner
Meet Lyn, a new mother who excels at supporting our advisers in providing great advice, ensuring clients receive the best outcome. Lyn’s relaxed demeanor and friendly nature make her great company to be around, both professionally and personally.
Charlie
Adviser Support
Meet Charlie, a passionate foodie dedicated to exceptional customer service. When not delighting in culinary adventures, Charlie is committed to studying and learning to enhance skills and knowledge, ensuring top-notch support for our clients. Charlie’s enthusiasm and dedication make every interaction a positive experience.
Lorraine
Adviser Support
Meet Lorraine, a dedicated mother of two girls who keep her busy and active. She loves playing tennis and cherishes family time. Lorraine is passionate about looking after clients, ensuring they receive the best service and support.
Christine
Adviser Support
As a mother of two wonderful children, Christine loves spending quality time with her family, whether they’re cooking together, relaxing, traveling, or simply connecting. She takes great pleasure in her role, where she supports our advisers in delivering excellent outcomes for their clients.
Louise
Marketing Support
Meet Lou, a mother of four who excels at keeping things efficient and meaningful for clients. With a passion for art and culture, she brings creativity and insight to her role. Lou is dedicated to providing a great client experience, ensuring every interaction is both effective and enjoyable.
Claire
Adviser Support
Claire is a dedicated mother of two who cherishes spending quality time with her family. She loves cooking and creating delicious meals for her loved ones, bushwalks, and relaxing with a good TV series. With 15 years of experience supporting advisers, Claire is equipped with the expertise and skills necessary to deliver exceptional support.