Client Service Officer
A driven, competent Client Service Officer whose passion for financial planning motivates her to deliver reliable, prompt and efficient service at all times.
With over 15 years experience in various financial services roles, Claire found her calling in financial planning 3 years ago and hasn’t looked back. Cool under pressure, her high-quality communication skills and kind, fun personality makes her a great addition to the team.
She has completed her Diploma of Financial Planning at Monarch Institute and is keen to further her studies in this field in the future.
Claire is a die hard Liverpool fan but enjoys watching many other sports including AFL, Rugby Union and UFC. Her pastimes include hitting the gym, music and spending time with friends and family.