I am privileged to be working with a team of knowledge, support and professionalism.
My experience within the financial planning industry includes more than 20 years of experience having worked in both boutique and corporate environments. I pride myself on delivering the best service to our clients by providing a warm, enthusiastic and genuine care for our clients and my co-workers. As a Senior Client Service Officer here at Endorphin Wealth, I am involved with a wide range of tasks including compliance, implementing advice documents and finalising the advice process to ensure the best outcome for our clients.
In my spare time I love to spend time with my family and friends, walk my Golden Retriever, listen to music, travelling and camping.
- Email: firstname.lastname@example.org