Phone: 02 4962 4440
Client Services Manager
Years In Financial Services
- RG 146 Tier 2- Compliance Solution Accreditation Program
- Certificate IV Banking and Financial Services
- Certificate IV Financial Services Bookkeeping
- Certificate III Business Administration
Describe your Role Globally
My role is to assist and support our clients with their financial planning needs.
Describe the Specifics of your Role
Basically my role is to carry out the implementation and administration of client financial plans and support our Financial Planning Team.
Why Do I Enjoy Coming to Work?
I love coming to work, being part of a team that are so passionate about their client’s needs and financial future. Our clients are all unique and I really enjoy assisting them achieve their desired outcomes.
Carlie At Play
Star Sign: Cancer
Favourite Food: Anything Thai
Special Skills: Karaoke and dancing (well that’s a matter of opinion!)
Favourite Song: Living on a Prayer