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I am the Client Services Manager at AFS and look after the Essentials Program clients. I take care of our clients' account balances and valuations, withdrawals and contributions, keep them up to date of the progress of their insurance/investment/superannuation paperwork and generally help them with their queries.
When clients come for their initial appointment or annual review, I help her generate the review documents and statements of advice.
I began working in the industry as a receptionist at a financial planning firm owned by a family friend in Brisbane. After moving to Darwin, I landed a job at AFS as a temp receptionist for three weeks, after which I was offered six-month contract. Now here I am, having worked my way up to my current position!
When I moved to the NT in 2007, I fell in love with the lifestyle and the people. AFS is a fantastic place to work, with a great team environment and experienced staff who always strive to achieve the best outcomes for their clients.
About my picture: my photo reflects my love of having fun and playing games. I'm told trivia is also my strength!
Something many people don't know about me: I come from a large family: Mum and Dad, six brothers, five sisters, 16 nephews, four nieces and counting!
What is your favourite smell? Rain on hot bitumen or the earth after the rain. It smells of springtime, clean, fresh and of course signals a welcome cool down in Darwin.
If you could go back in time, where would you go? To 2002 when I went on a five-week school trip around Germany, Austria, Switzerland and France.
How do you relax? I settle down with a good book or movie and get lost in someone else's story for a little while.
Please note: I am not authorised to provide personal or general financial advice.