Cleo has been a Paraplanner since 2021 when she completed her Diploma of Financial Planning and has recently joined the team in 2026. 

She works closely with Nancy and Simon to deliver high‑quality advice documents, ensuring each Statement of Advice is thoroughly prepared, compliant, and tailored to client needs. Although she comes across as shy, she is committed to helping clients at every stage of life, whether they are just beginning their financial journey, planning for major milestones, or preparing for retirement.  

Being based in Cebu, Philippines, means she can enjoy relaxing days at the beach or explore nearby trails for a bit of adventure. The outdoors recharges her, giving her balance and energy outside of work. She usually goes for a walk after work, but has also become hooked on pickleball, which she finds a fun way to stay active and connect with others.