Cleo has over 30 years of experience within the finance industry. She has worked for a number of accounting firms before she decided to change her career. Entering the financial industry back in the 1980s, she has worked within some of the largest institutions such as; Prudential, National Mutual, and AMP.

Cleo has been with us from the beginning, and is an experienced, professional and results focused member of the team. She manages our Assessors & Consultants, and has been highly successful at creating business opportunities.

Meet the team