Acting CEO & Head of Operations
Mylee’s previous roles as a financial planner involved giving advice to clients about estate planning, superannuation, structures and philanthropy and it was the latter that she found the most rewarding. Being involved on the client-side and seeing the passion they shared to help the community was inspirational. She found that partnering with APS gave clients more confidence in navigating the philanthropic landscape. This encouraged them to put more into their foundations ultimately resulting in more being given to the charities they supported.
Mylee played an integral part in the set up and management of the advisory processes of the Commonwealth Private Office at CBA. This experience gave her the necessary skills to lead the operations team into the next phase of APS’s growth and to play a key role in helping to shape and deliver APS’s strategic plans.