Diona Forlee

Diona Forlee

Client Services Associate

Diona has over 20 years’ experience in the financial services industry, working primarily in boutique wealth management practices servicing high net worth individuals.

With a strong focus on providing exceptional client service, she prides herself on developing high-quality relationships with clients and their financial, legal and accounting advisers.

Diona provides her expertise to assist APS clients in achieving their philanthropic objectives through a holistic understanding of their financial arrangements.

She holds a Bachelor of Commerce (Economics) from the University of Cape Town, a Graduate Diploma of Applied Finance & Investment and Graduate Diploma of Financial Planning, FINSIA, and SMSF Specialist, University of Adelaide.

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Australian Philanthropic Services