Peta has over 15 years’ experience in relationship and event management within the finance industry.
She is a highly engaged individual who thrives on improving businesses and personal growth. Her passion is people, and she loves collaborating in teams to create successful business outcomes and surprising clients.
- Was project lead for implementing industry changes within an Australian Financial Services Licence (AFSL), including Future of Financial Advice (FoFA), Life Insurance Framework (LIF) and the Banking Royal Commission
- Collaborated on and coordinated a variety of events, conferences and professional development days, servicing between 20 and 300 clients
- Led Annual Disclosure Statements 200+ clients year-on-year.
In her spare time...
Peta enjoys travelling, surfing, snowboarding, playing and watching AFL, boxing and going to the gym. Originally from the Gold Coast, she has lived abroad for three years before moving to Melbourne.