Abby Monteleone
Associate Adviser
Abby prides herself on exceptional customer service and is enthusiastic about understanding client’s goals and needs.
Abby has recently graduated with a Bachelor of Business majoring in financial planning is excited to build genuine, lasting relationships with clients and help them meet their goals.
Outside of work, Abby enjoys travelling, spending time with friends and family and going to the beach.
Qualifications and Designations
• Bachelor of Business (Financial Planning) - Swinburne University of Technology
