“I believe in providing exceptional support to my team, ensuring that our clients receive the highest quality service and achieve their financial goals with peace of mind.”
Shae Culpitt is a Planning Associate at Modoras Financial Planning, having joined the team in 2022. With ten years of experience in the financial services industry, Shae is passionate about helping clients achieve their financial and personal life goals. Her positivity, enthusiasm, determination, and integrity set her apart in the industry.
Shae holds an Advanced Diploma in Financial Planning from the International Institute of Technology, and her career aspirations include developing and growing as a career Paraplanner, providing full support to like-minded industry colleagues. She is committed to providing technical, compliant, and strategic SOA and ROA documents to execute financial plans for Modoras’ valued clients.
Shae’s approach to client relationships is built on a foundation of trust, positivity, and open communication. She is dedicated to understanding her clients’ unique needs and tailoring financial strategies to help them achieve their goals. Her personal attributes include being detailed, organized, and efficient.
As a team player, Shae enjoys collaborating with her colleagues and contributing to successful team projects. Her focus on teamwork and dedication to her craft make her an invaluable asset to the Modoras Financial Planning team.
In her free time, Shae enjoys staying active and exploring the outdoors with her family and friends.