Advice Delivery Coordinator
I began my career in the financial services industry back in 2018 where I worked as a superannuation consultant for a fund administrator and then moved to an all-rounder client services role for a boutique financial planning firm. At Endorphin Wealth, I currently work as an Associate Advisor & Advice Delivery Co-Ordinator.
My primary responsibilities include continuously reviewing and improving the way we do things at Endorphin Wealth to maintain a top-notch client experience and make the team more efficient so that we can take care of our existing clients & welcome new clients to partner with us on their journey to financial success. I also manage our support team and assist our advisers with the management and administration of client advice files.
I am a big foodie so in my spare time I can usually be found trying out a new restaurant or attending a food festival. I also enjoy travelling and I love having a big holiday to look forward to every year. The counties I’ve travelled to so far are Fiji, UK, US, Gambia, Ghana & Sierra Leone. I’m hoping to add Indonesia, Thailand, Dubai, Hawaii, Tanzania & New Zealand to my list!
Contact us for more information on any of our wealth management services, and to find out how we can help you feel good about your future.
Level 1/678 Victoria St,
Richmond VIC 3121
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80 Collins St,
Melbourne VIC 3000
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