Client Services Manager
Di is an integral member of our financial advisory team, holding the position of Client Services Manager. Her roles include portfolio management, implementation of advice, administration and providing assistance to our financial advisers. She is also the first point of contact for our valued clients when they require administration assistance.
Di brings a wealth of experience to the team, having previously worked for local firms; Cohen & Associates, Clarke & Gee, Launceston After Hours Medical Centre, Shadforths, TG Financial, Hillross SFL as well as a short relief placement for International Law Firm, Rogers & Wells (now known as Clifford Chance) in London UK whilst travelling overseas.
Di has completed a Diploma of Financial Services (Financial Planning) with KAPLAN in addition to Diplomas in Business Management & Human Resources. Other achievements include ‘Tasmanian Office Skills Trainee of the Year’ and various MVP awards for netball and basketball.
You can find Di in the office during school hours and afterwards tending to her family, coaching &/or playing netball, officiating &/or helping out at her children’s sporting activities or Clubs, scrapbooking and spending time with family or friends.