Harriet joined the Patman Planning team in late March 2023 as a Client Service Officer. She has been working in the financial planning industry with boutique financial planning practices since 2022. Harriet works closely within the administration team to assist with the implementation of advice and ensure a high level of client care.
Born in New Zealand, Harriet moved to Brisbane five years ago to pursue new career opportunities. After leaving her career as a retail manager, Harriet is currently completing her Advanced Diploma in Paraplanning with The Monarch Institute with the long-term goal of becoming a Paraplanner.
Outside of work, Harriet is passionate about travel, staying active and spending time with family and friends.