Priscilla has 12 years’ experience in financial services including SMSF and investment portfolio administration and accounting. During her career Priscilla was also managing the operation and management of managed discretionary accounts and separately managed accounts services.
Priscilla holds a Bachelor of Economics, Master of Commerce and is a Certified Practising Accountant (CPA). She is currently completing the Graduate Diploma of Financial Planning. Priscilla joined Crystal Wealth in 2017.
Priscilla is passionate about helping others to achieve their financial goals and socially responsible investing.
In her spare time, Priscilla likes to spend time with her family outdoors, keeps fit running and swimming and loves to travel.
Our directors and senior management have over 80 years of collective financial services industry experience.
To book your complimentary initial consultation with a Crystal Wealth professional, contact us today.