As the Company Director, I split my time between overseeing the office processes, as well as reviewing the ongoing financial planning needs of my existing clients.
Diploma Financial Planning (Dip FP)
Advanced Diploma of Financial Planning
Justine Trebilcock has over 10 years experience in the wealth management industry. Justine is responsible for client data collection and maintenance. Her role also encompasses invoicing and account management.
Kirbie James has over 5 years industry experience. Kirbie is responsible for annual client reviews and all aspects of customer service.
Contact Kirbie for all administrative matters and general enquiries.