Little did Jill Hayes know that, when dabbling in her share-trading hobby as a busy mum of three, it would one day lead her into a career of helping others to do the same.
Jill is a key part of OBT’s financial planning team, together with Rodney Turner and Kathy Burnett. She joined OBT nine years ago and moved across to financial planning when Rodney needed a sure pair of admin hands. When Rodney recognised Jill’s aptitude for wealth creation, formal study ensued. Today Jill works with OBT clients on personal and superannuation investing and building share portfolios.
“I had a personal interest and traded shares as a mum at home so can sympathise with clients as to ups and downs of the market,” says Jill. “At OBT we deal with everything from short term or high yielding investments, to ‘buy and hold’ scenarios. We cater to each client’s risk profile and recommend tailored investment portfolios to suit.”
The remainder of this year promises to be very busy for Jill and OBT’s financial planning team.
“We review each client’s portfolio on a regular basis which is normally quarterly and make changes and recommendations based on our financial planning guidelines, which is keeping us very busy at the moment.”
In 2014 Jill will resume her training in SMSF tax returns. It’s a highly specialised area but Jill already is across the regulations so clients will be in good hands.
“I work closely with the Accounting and Tax team so I wear a couple of different hats,” says Jill. “Everything our clients need in the financial area gets done all under the one roof. We all know what each other is up to. And if I don’t know something, someone else will.”
“Our clients get to work with a team of experts who can help across a range of issues.”
Out of the office Gatton girl Jill enjoys a busy home life, which will see two of her kids transitioning in and out of high school next year. She and her husband also own a 30-acre grain farm. When she’s not working, Jill plays the organ and gardens to relax.
“I like working at OBT because you really couldn’t get anyone better to work for than Rodney and Brett. They’re very good about being family-oriented and flexible. If they know you’re prepared to go that extra mile, then they’ll do the same for you. Their professionalism and warmth has stood the test of time.”
Copyright 2013. OBT Financial Group Gatton #BuildingYourFinancialSecurity