Heather Woods (OMP9) named top 3 finalist for financial planning award
Congratulations to Heather Woods (OMP9) for being named a top 3 finalist in the 2018 Garvan Financial Planning Adviser of the Year Award.
Heather started her business in 2009 under the name Insurance Management Specialists. The business grew quickly and became the specialist for personal protection insurance and superannuation advice in the Mackay region. In October 2013 Insurance Management Specialists rebranded to become Zoetic, which means ‘living life’.
Heather and her team at Zoetic now offer values based financial planning services. Meaning they spend time with their clients to develop an individual financial roadmap for each client’s personal situation so that they can live their lives without financial stress.
The Garvan Financial Planning Adviser of the Year Award is selected from a pool of 300 advisors nationally and Heather was the only Queenslander and woman nominated this year.