Donna Heilmann

Client Services
2015 Employee of the Year

You will find Donna in our Gladstone office supporting advisers, liaising with clients and handling the database maintenance. She has a varied employment background, having worked for the Commonwealth Bank, Department of Education, and in sales at LJ Hooker. Previously a client of Dianne Ferris, she considered the finance industry to be an interesting and challenging new chapter so joined the team.

She is passionate about ensuring our clients receive the best service possible, and assisting advisers with research and client data. She enjoys maintaining a positive working environment and broadening her knowledge each and every day.

In her spare time she enjoys spending time with her husband and children, travelling near and far and gardening.

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