Operations

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.