Forest Wealth support staff
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.
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.
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.
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.
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.
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.
Sandar
Paraplanner
Meet Sandar, a dedicated junior paraplanner who supports team members and helps our advisers deliver high quality advice behind the scenes while building her technical knowledge in financial advice. She is currently studying a Bachelor of Applied Commerce (majoring in Financial Planning). She is dedicated to learning and ready to step in and carry tasks that keep client service smooth and seamless.
Lachlan
Adviser Support
Meet Lachlan, a Bachelor of Commerce student who’s early in his career and keen to gain hands‑on experience while supporting the team. He helps with day‑to‑day tasks to keep things running smoothly and is always open to learning something new along the way. Outside of work and study, Lachlan enjoys all sports, especially rugby. Easy-going and friendly, he enjoys being part of a team and contributing wherever he can.
