Phone: 02 4962 4440
Paraplanner/ Client Services Manager
Years In Financial Services
- 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.