North Queensland Wealth Management Suite 1, 257 Charters Towers Road, Hermit Park Telephone 07 4775 5703 Email email@example.com www.nqwm.financialwisdom.com.au
I N S P I R AT I O N A L
IN FINANCE + INSURANCE
PRINCIPAL | NORTH QUEENSLAND WEALTH MANAGEMENT
Deidre Walsh was the Commonwealth Bank’s first female teller north of Brisbane in the ‘60s, breaking into the then “male only” world of banking. “These days, the majority of bank tellers are female, which is wonderful to see,” Deidre enthuses. “After being a teller, I went on to appeal against promotions of males in supervisory and management positions with quite a deal of success.” Beginning with branch banking, she was then charged with setting up the bank’s financial planning arm in North Queensland in 1990. For more than 16 years, she led a team of financial planners and risk writers, covering the areas of Mackay North to the Northern Territory. Working with an experienced, dedicated team of planners often resulted in recognition Australia-wide at the bank’s annual awards. In 2006, after a five-month break from Commonwealth Financial Planning, Deidre branched out on her own, setting up the financial planning practice, North Queensland Wealth Management, with former bank colleague Peter Anderson. The practice has been going strong ever since. This is because, Deidre says, “our focus is on providing advice and service to our clients in a helpful, friendly manner and a welcoming environment”.
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The practice specialises in such areas as retirement planning, superannuation, investment, insurance, salary sacrificing, retrenchment, and social security. “I am really passionate about helping our clients achieve financial confidence,” Deidre says, “whether that is in learning about and being in control of their financial future, or about the many opportunities and options in investing, creating a better lifestyle in their retirement, or simply ensuring that they and their loved ones are protected with appropriate insurance cover.” As well as heading up the business, the certified financial planner is the chair of the Financial Planning Association of Australia’s Townsville chapter – and Deidre adds: “None of my career highlights would have been possible without the full support of my husband, Paul.” In her spare time, the finance guru can be found trackside as a member of the Bubbles Racing Syndicate – a group of eight women she enjoys the thrill and excitement of thoroughbred racing with. “We are coming off a great last year with eight wins thanks to Johnny Robbins, our very patient trainer,” Deidre says with a smile. For relaxation, she enjoys nothing more than a long lunch with good friends, food and wine.
Published on May 31, 2013
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