Financial Services Administrator
Currently obtaining DipFP
"Taking pride in delivering client service excellence by providing high-level support and administration.
During my 20 years' experience in the Financial Services Industry, including 10 years as a Financial Services Administrator and various roles with NAB such as Branch Manager, Regional Executive Assistant and Financial Planners Assistant, before joining the team at Crofts Financial Services in 2014.
Continuing to work alongside Derwood Magill in our pursuit to successfully assist clients to reach their financials goals, we both value the relationships we have with our clients, and see the importance in taking the time to understand their needs and aspirations."