To end the financial year, we caught up with PPT Financial Paraplanner Zoe Bandy. Born and raised in Ballarat, Zoe joined the team in the middle of COVID-19 in June 2020.
How are you currently assisting PPT clients?
I currently work with our clients to assist them in achieving their financial goals including dealing with superannuation, investment portfolios, Centrelink, cashflow management and more.
What do you enjoy about your role at PPT?
I enjoy hearing about people from different walks of life and seeing how we can maximise their financial situation, to help them achieve their financial and lifestyle goals.
Are you involved in local community groups or clubs? Tell us about that…
I play netball for Dunnstown FNC. I also train at D2E Gym and love the odd hit of golf at Midlands Golf Club.
What keeps you busy outside of work?
I enjoy camping and travelling to different parts of Australia with my two dogs Nacho and Crash.
Where would you like to travel when international borders open?
We will hopefully be planning a trip to Europe, which was on the cards pre-COVID.
What TV shows are you currently watching?
Killing Eve and The Handmaid’s Tale.
To discuss your financial planning requirements call PPT Financial on (03) 5331 3711.