Client Service Associate
What do you enjoy most about wealth management?
The diversity of things I work on and the ever evolving nature the industry.
What’s the biggest challenge?
Keeping abreast of the industry and compliance.
What do you love most about being part of Capital Partners?
Being part of an organisation that genuinely cares about their clients and putting their best interests first …100% of the time.
What quality of yours makes you suited to what you do?
I’m well organised and empathetic.
How should people think about their wealth?
Know their limits and ensure the best person is looking after it.
What do you love to do outside of work?
Spend time with my family and friends.
What does your ideal holiday look like?
Somewhere tropical with my husband and daughter.