Client Service Officer
- Bachelor of Business
- Advanced Diploma in Paraplanning
With over 4 years of valuable experience in administration and financial services, Stephanie is a dedicated and highly skilled Customer Services Officer. Having a passion for delivering exceptional client experiences, Steph has become an integral part of our company’s success.
Steph is studying a Bachelor of Business specialising in Financial Planning and an Advanced Diploma in Paraplanning. The qualifications enhance her capacity to provide comprehensive and personalised support to financial planners.
Beyond the financial world, Stephanie has a well-rounded set of interests and hobbies. She finds solace and joy in gardening, fostering an appreciation for nurturing and growth that also translates into her approach when tending to client queries. Family is of utmost importance to Steph, and she loves spending quality time with her children and husband.
Steph is a passionate supporter of the Kansas City Chiefs, an NFL team known for their tenacity and dedication – qualities that Steph admires and incorporates into her work ethic and commitment to client satisfaction.