Millie joined Evans and Partners in March 2017 as an Associate Adviser within the Private Wealth Management team in Melbourne before relocating to Sydney in March 2019.
Millie holds a Bachelor of Political, Economic and Social Sciences from the University of Sydney and enjoys observing and understanding macro trends and how they impact on individual investments and portfolios. Within her advisory team, working with Peter Jorgensen and Will Gregg, Millie assists with portfolio management and review, asset movement and reporting for high net wealth clients.
Before moving across to Evans and Partners, Millie worked at the Bongiorno Group in a client relationship role where she gained a holistic knowledge of the financial services industry. Millie has also completed her Diploma of Financial Services (Financial Planning) and RG 146 accreditation, as well as Accredited Derivatives Adviser Level 1.