Charlotte R.’s Post

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Associate Financial Advisor at Spark Advisory | Studying a Bachelor of Commerce (Accounting/Financial Planning) at Deakin University

I was a little nervous being on camera, but it was a pleasure to share my positive feedback with the BT and Striver teams 🎉 As a full time CSO at a suburban financial planning firm and an online financial planning student at Deakin, the opportunity to meet others in the industry at events like these is so precious to me. Not just as a wonderful chance to network with other young people in the finance space, but to meet its leaders and gain an understanding of the current industry environment. Brimstone allowed me to step outside my scope of experience and discover new ways of doing things. Financial planning can be such a varied industry and it’s easy to forget that in the day-to-day, when all you have is an example of how one or two advisers at your company operate. I love discovering how different financial planning businesses operate and how they structure their priorities in their culture and processes. It inspires me with improvements and ideas I can implement in my own career and back at my own workplace. More than that though, it keeps me passionate about my career this industry. It’s inspiring to see Striver pioneering the way with Brimstone 2024, and I hope more organisations will follow suit. I truly believe that the more this space invests in young people and its support staff, the more it can blossom as an industry. As we heard at Brimstone, the financial planning space has so much growth potential over the next few years. Investing in our future and ongoing learning at all levels of the industry is such a worthwhile endeavour.

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