An advice technology specialist with a strong background in financial services, Cassandra is innovative and solutions driven.
Offering experience in hands-on practice management, project management and implementation services for financial planning practices, Cassandra has direct insight and a clear understanding of the practical requirements of modern practices.
As Head of Technology, Cassandra joined Fortnum in January 2017 and is responsible for enhancing the advice process and partnering with practices to provide holistic technology solutions.
Prior to joining Fortnum, Cassandra was the Digital Advice Manager at Bendigo Bank and Adelaide Bank, where she was responsible for implementing and supporting their advice technology. Cassandra holds a Bachelor of Business (Financial Planning).