My role is to look after financial planning clients and corporate super clients. With our financial planning clients, I implement strategies for the advisers, keep clients up to date with their funds and any compliance requirements and I’m here to help with any questions they have. With our corporate clients I support the employers we work with to manage their default superannuation funds and provide legislative and educational updates as well as supporting them with any day to day queries. My main priority is to ensure all our clients are happy with our service whether that be helping them fill out a form or just have a chat! After university I completed a graduate program with one of the big four banks in Ireland. As part of my role, I continued my studies further and qualified as an Applied Product Advisor in Life Insurance. I have been working in the finance industry for the last six years beginning on the product side, then moving to a training and education role and more recently into financial planning. This experience has taught me that its important to get to know your clients and build strong relationships.

What Healthy, Wealthy and Happy means to you?

Healthy, Wealthy and Happy for me is being surrounded by good people and having the financial security to live a life that I love.

Qualifications

•    Bachelor of Communication

Memberships, accreditations and associations

•    Association of Financial Advisers Support Membership