Antoinette Hautea
Provisional Financial Planner | Strategy & Investments
Representative of Hood Sweeney Securities AFS Licence No. 220897
Antoinette is currently a Provisional Financial Planner in the final quarter of her Professional Year.
She joined Hood Sweeney in 2017 as part of the Corporate Services Team, where she welcomed clients and ensureda top-notch front of house experience. Her quick smile and warm manner made her a favourite with clients and staff. After observing the business, she decided to pursue a career in financial planning. In 2019, she moved to the Financial Planning Team and has since worked hard to transition from client services to analyst, personal risk insurance, and now wealth management, on the path to becoming a Financial Planner. Antoinette is a natural with people and has genuine interest in hearing people’s stories.
“Supporting clients in achieving their financial goals at different points in their lives – be it buying their first home, funding the children’s education, saving for retirement or transitioning to retirement is my passion.”
Antoinette supports Adrian Zoppa (Head of Financial Planning) with his clients and has dived headfirst into learning complex client situations, really appreciating the opportunity to cut her teeth on these strategies to benefit her clients in the future.
She really enjoys the educational, coaching aspect of the role and seeing the impact it makes in people’s lives.
“Many people struggle to understand financial concepts. My aim is simplifying these concepts to make topics like investing, budgeting, and retirement planning easy to understand so clients are informed and empowered.”
Antoinette, in true people loving style, is a member of the Hood Sweeney HEARTS Social Committee and loves the role of bringing people together.
The lure of travel is strong for Antoinette, and she tries each year to visit a new destination to experience the culture, food and most importantly, meet the locals. Friends and family are dear to Antoinette, and she makes time for them as much as she can.
Qualifications and memberships
PPY2 Member of the Financial Planning Association of Australia (FAAA)
Graduate Diploma of Financial Planning, KAPLAN, 2022
Bachelor of European Studies – International Relations, Ateneo de Manila University, 2007 (Philippines)