Detail-oriented and client-focused professional with extensive experience supporting financial advisers across Australia. Skilled in managing client relationships, preparing documentation, and ensuring smooth administrative processes to enhance client satisfaction and adviser efficiency. Proficient in financial planning software (e.g., Xplan and Salesforce), and end-to-end client service—from onboarding to ongoing review preparation. Known for clear communication, time management, and a proactive approach to problem-solving within fast-paced financial environments.
