Hey there, I’m Dani your Client Coordinator. It’s my responsibility to make sure that your queries are answered and your requests are actioned. I treasure time on the phone listening to your stories. The more I know about you the easier it is for me to help make life easy. I’m quite tech savvy so if you are interested in connecting with us virtually, I’m here to help. 

Keeping active is important to me so I play netball twice a week and as cliche as it sounds, I really enjoy a long walk along the beach.

Hi, I’m Lee and I am an adviser here at Caboodle. Having been in financial services for 30 years, and at both ends of the globe, I get an immense amount of satisfaction helping clients formulate a plan to achieve their goals.

I believe that Financial Planning is about providing peace of mind - the more we understand, the less fearful we are. By educating our clients I can ensure they’re comfortable with and confident in the path they’re taking towards a secure future.

Outside of work I am passionate about scuba diving, photography and anything that gets me out and about.

Hi, my name is Hayley and I wear two hats at Caboodle. Firstly I am the Financial Adviser. I am deeply passionate about listening to what people want out of life and building a plan that helps them to achieve it. I understand that managing money doesn’t come easily to everyone and over time have developed the ability to simply explain things that seem difficult to understand. 

I love being a team player which is why I am also the Operations Manager here at Caboodle. I keep the engine room of Caboodle powering, and ensure we have everything we need to work well as a team.

Adventuring outside brings me so much joy; whether it be walking my two dogs, maintaining my veggie garden or hiking through the bush.

Hello, I am Hilary and I proudly call myself the Client Advocate here at Caboodle. It is my duty to ensure that we are delivering on everything we promise you. As a client it’s not likely you will speak with me often, but you can be sure that behind the scenes I am working hard to continually enhance the service we provide you with.

With X years of experience in the financial planning profession, I have accumulated valuable knowledge that allows me to support Ashleigh and Dani  particularly when your queries get a little more curly or involved..

I’m also an incredibly proud grandmother and will gleefully show happy snaps of my gorgeous grandson, especially when catching up with my local social meetup group. It has been an amazing adventure growing this group of friends over the last few years.

Howdy hoo, my name is Peita and I’m the Managing Director here at Caboodle. While I am also a Financial Adviser like Hayley, my primary responsibility is inspiring operational cohesion within the team and creating opportunities for each individual to innovate both within their role and for the business as a whole. 

Caboodle is all about alleviating your overwhelm and so I love the opportunity to take ideas and inspiration from other industries to then implement adjustments to our internal processes and the way we interact with you in pursuit of this goal. 

I am a lover of all things storytelling … whether it be a great movie, a good book or a tall tale told over a drink of your choice, and am a self confessed incurable explorer, driven by my curiosity of the unknown.