CLIENT SERVICES OFFICER
I bring years of experience within various client services roles from the banking industry to the financial planning industry. At Create and Protect Financial Planning I hold great pride and importance in assisting clients where ever possible.
I manage and assist the workflow for advisers and as well as liaising with clients to ensure fluency of communication and work deliverables to make sure of a high level of standard of customer service is maintained.
I like traveling and spending time with my family and friends.