Shiobhan Warren

Portfolio & Accounts Administrator

Shiobhan has been working in the financial services industry for over 17 years and joined Catapult Wealth in October of 2016.

As the Portfolio & Accounts Administrator, Shiobhan looks after the reconciliation of portfolios, billing and reporting for clients as well as the ongoing management of client online access.

Shiobhan has had previous experience as Client Service Manager and has undertaken ongoing training to further her knowledge within the financial planning industry.

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Savings Plans

You need to take control of your personal finances and adopt a disciplined approach to build savings.

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Life After Work

When you give up work many things change. The opportunity to reduce tax is greater, but usually some re-structuring of your portfolio is required.

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