Specialist Areas
Professional Qualifications
- Bachelor of Commerce (Financial Planning) – Deakin University
- ASIC Authorised Representative – No. 1299356
- FASEA Professional Year – Completed 2023
- Accredited Listed Product Adviser Program (ASX200) – Kaplan Professional
- Tier 1 Generic Knowledge – Kaplan Professional
Experience
Hannah is a qualified Financial Adviser with over six years of experience in financial planning, client strategy, and paraplanning across reputable advice firms in Newcastle. Her background spans all aspects of the financial advice process—from client engagement and administration to developing comprehensive Statements of Advice (SoAs) and Records of Advice (RoAs) tailored to each client’s goals.
Before joining Prosperity, Hannah worked with Coastal Advice Group, where she supported four advisers in delivering holistic financial solutions, assisting in client meetings, preparing strategic recommendations, and ensuring smooth client transitions following an acquisition. Her ability to communicate clearly and empathetically helped foster client confidence and strengthen long-term relationships.
Previously at Folio Private Wealth (formerly Bridges Honeysuckle), Hannah began her career in client service before progressing into paraplanning and adviser support. She completed her FASEA Professional Year as a Provisional Financial Adviser, providing supervised advice on a broad range of financial strategies, including direct listed securities and superannuation structures.
Hannah combines technical knowledge with a genuine passion for helping clients achieve financial wellbeing. She takes pride in delivering tailored, compliant advice with a personal touch—guided by transparency, empathy, and long-term value creation.
