Email: laura.b@rethinkgroup.com.au
Phone: 02 4962 4440

Paraplanner/ Client Services Manager

Years In Financial Services
6 years

Qualifications

  • Advanced Diploma of Financial Planning
  • Diploma of Financial Planning
  • NSW Justice of the Peace
  • Bachelor of Design (Fashion)

Describe your Role
My role is to educate and empower clients to achieve their financial goals and navigate financial challenges. I support the Financial Planning Team with research and helping to compile strategies. I liaise with insurers, fund managers and platforms on behalf of clients. A highlight of my role is helping clients to understand and assist with the process of applying for specific Centrelink benefits.

Why Do I Enjoy Coming to Work?
I love getting to know my clients and advocating on their behalf. Rethink is a modern and progressive company and I can really feel the camaraderie within the team. I am excited to be surrounded by people who love this industry as much as I do.


Laura At Play

Star Sign: Virgo

Favourite Food: All food!

Hobbies: I’m a really enthusiastic Tupperware customer and love playing netball and listening to old vinyl records. Because I’m not originally from Newcastle, I like to get out and explore Newcastle, especially the live music and food spots.

Special Skills: I’m really good at packing a dishwasher.

Favourite Song: I have so many favourites that I can’t pick one… or even 10. Songs that have stuck with me are Taper Jean Girl by Kings of Leon, Travellin’ Band by Creedence Clearwater and Deeper Water by Paul Kelly.

Rethink your possibilities.