QA & Support
Annie joined Akambo in 2019 as a business development associate. She focuses on training and development in Xplan and advice processes across the external network. She also supports the business development managers, assisting with reporting, third-party inquiries, and administrative tasks.
Annie began her career in the advice industry 2015 as a client service manager, where exposure to multiple facets of the advice process sparked her growing interest in compliance and the importance of sound justification and high standards.
Known for her strong rapport-building skills, Annie enjoys connecting with clients and advisers, helping to create a sense of comfort, clarity, and trust in every interaction. She takes pride in bridging the gap between systems and people, ensuring solutions are practical, effective, and easy to implement.
Outside work, Annie is a proud mum to son Daniel, daughter Millie, and their much-loved fur baby Maisey. She’s a passionate foodie, a dedicated futsal (indoor soccer) player, and a snow enthusiast. She also cheers loudly for Melbourne Football Club and Melbourne City FC.
Annie qualifications include:
Bachelor of Business (Banking & Finance)
Advance Diploma in Financial Planning
Case Studies
Akambo supports financial advisers, advice firms, and accountants across Australia in building and growing their wealth management arm. We ensure compliance, high-performance SMAs, and licensing pathways. Our clients grow their business with complete autonomy. Read what they have to say about Akambo.
David - Partner Firm 1
Sam - Partner Firm 2
The partnership with Akambo has empowered Sam and his team to focus on growing their wealth division.
Anthony - Partner Firm 3
The strategic support from Akambo has created a blueprint for sustainable growth for this firm’s financial planning division.
Mark - Partner Firm 4
The results have been impressive. Since joining Akambo, this firm has grown its wealth client base from fewer than 10 clients to over 100 active groups, with more than AUD 150 million in funds under management.
David - Partner Firm 5
David has been an early adopter of Akambo’s services and continues to enjoy a longstanding relationship built on trust, responsiveness, and shared values.
Why
Akambo?
More Clients,
Less Complexity
Focus on growth, not investment administration. Our managed account solutions give you time to nurture your clients and grow your business.
Robust, Disciplined
Investment Process
Dynamic portfolio management, high-quality investments, risk management and diversified portfolio management.
Customisation and
Responsiveness
Tailored portfolios, responsiveness, and proactive communications are core to our philosophy.
Full Visibility &
Direct Ownership
Clients retain direct ownership of investments. Complete transparency and dependable communication.
Proven
Track Record
Consistent performance and an experienced investment team with over 260 years of combined experience.