Many of you by now would have read about or been introduced to our Financial Advisor – Accredited Mortgage Consultant, Emily Jenkins. Emily can help clients and their families refinance and also suggest an appropriate loan structure to better help meet their needs.
Late last year we were also lucky enough to employ Nikki Fletcher who is an experienced Paraplanner. Nikki sits in the background helping the advisers write SOA’s and ROA’s for new and existing clients.
In the meantime, Dona’s ever increasing workload in servicing clients meant it was time for us to invest in ways to assist Dona in providing a seamless client experience. As a result, we are delighted to introduce our newest staff member Ed Macartney, who will be working as part of our Client Services team. Ed’s background includes working in a range of economic policy roles for Federal and State Governments and is currently studying an Advanced Diploma of Financial Planning. Outside of work Ed enjoys winning gold medals for the Mollymook Surf Life Saving Club whilst training for an upcoming marathon.