Canna Campbell
Canna Campbell has worked in the Financial Planning Industry for almost 10 years. She started SASS Financial after establishing a successful client base working at St George Bank within Corporate Business Banking and the banks most profitable Gold clients.
While at St George, Canna specialised in wealth creation and tax effective planning through comprehensive investment strategies for High Net Worth individuals. After one of Canna's major self employed clients inspired her, she decided that it was time to start her long-term dream of having her own Financial Planning Business.
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Kathy Banh
Kathy Banh was given her opportunity to begin a career in financial planning 3 years ago by National Australia Bank. Kathy now works with her team in the branch environment.
Kathy is not only a financial planner to her clients but she also plays a key role in developing the staff within her branch. At times, she needs to be a coach, a facilitator and a trainer.
Working with the various types of clients of the bank, Kathy is able to explore many different approaches to addressing her client’s needs to ensure they achieve their financial objectives.
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Maria Steele
Maria rejoined the Colonial First State Advice Business in 2010 working on the targeted professional development of advisers.
After starting her career as a superannuation consultant at ING, Maria moved into the Adviser Services business. This experience combined with a Diploma of Financial Services and Certificate IV in Assessment & Workplace Training, gave her the ability to build a learning & development career in wealth management.
Maria is thrilled at the opportunity to excite the iPlan2 audience about a career in Financial Planning.
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