Detail-oriented and proactive Client Services Officer with experience supporting Australian financial advisers. Recognized for accuracy, efficiency, and strong collaboration with advisers and paraplanners to turn advice documents into actual results for clients. From preparing meeting materials to implementation, I ensure every step is handled with precision and that no detail falls through the cracks.
I have hands-on experience navigating wealth platforms like North, Netwealth, Macquarie, Voyage, BT Panorama, and Australian Retirement Trust.
I enjoy learning new things, taking on new challenges, and being someone my team can rely on. I value contributing to a positive work environment, supporting others when needed, and working toward shared goals and successes.
