Associate Wealth Adviser – Investments
As an associate wealth advisor, Molly works alongside Director Nic Kelly providing support to clients through investment advice, processing administration requests and placing ASX orders.
She says: “I take great pride in getting to know each client and becoming familiar with the details about their investment portfolios, as well as their personal objectives and goals. I value the enormous responsibility and level of trust that comes with my role.”
After university, Molly lived and worked in France for two years and, upon returning to Melbourne, joined Dixon Advisory where she was a wealth analyst, before taking on her current role.
Molly originally completed a Bachelor of Science from the University of Melbourne. She has also completed a Diploma of Financial Planning and is RG146 compliant.