Client Services Associate
What do you enjoy most about wealth management?
I enjoy seeing people make a conscious decision to manage their finances in a way that brings more happiness, satisfaction and freedom into their lives. It is great to see the positive changes wealth management can bring into someone’s life and to the people around them.
What’s the biggest challenge?
I don’t have a strong background in wealth management so there is a lot more to learn from my role at Capital Partners, but that is what makes the learning far more interesting and challenging.
What do you love most about being part of Capital Partners?
I love the energy and environment at Capital Partners. My fellow colleagues and clients I meet with on a daily basis are such a pleasure to work with and I think it is a major reflection of the ethics and values in place.
What quality of yours makes you suited to what you do?
My positive and determined attitude helps me get my work done on time while ensuring everyone is met with a big smile when they arrive.
How should people think about their wealth?
Wealth can really help excel people’s dreams and make everything achievable if it is carefully managed.
What do you love to do outside of work?
I love nature walks and watching the sunset whenever I can.
What does your ideal holiday look like?
My ideal holiday would be to soak up some culture in South America and explore the Amazon.
Education and Associations
- Bachelor of Commerce