Donna brings over twenty years’ experience in the financial services industry, commencing her career with ANZ Bank in 1995. After working in business and personal lending roles, Donna gained an insight into financial planning and the importance of good quality, sound advice. This recognition and her desire to help others inspired her to commence a financial planning role with ANZ in 2001.
In early 2007, Donna and her long term ANZ colleague commenced their own financial planning practice. More recently Donna has founded DLP Life Design to continue to follow her passion of delivering a connected and holistic financial experience for clients, adding meaningful value across all dimensions of family wealth and maintaining long term relationships with her clients.
Donna is committed to supporting those who have lost a loved one or may have limited time to live, to navigate and plan their financial wealth and estate planning desires.
With our aging population, men dying younger, combined with almost half of marriages ending in divorce, one of the biggest challenges Donna sees for women is to create and manage their financial and family affairs. Donna is passionate about empowering and educating women to create wealth and achieve financial stability.
Donna enjoys maintaining good health, spending time at the beach with her two children and their chocolate Labrador. Donna also loves travelling and socialising with family and friends!
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