Client Services Manager
As a Client Service Manager my main responsibility is preparing and implementing the financial advice documents and providing support to the financial advisors in my team. Having worked in financial planning for over 6 years I have gained valuable experience and skills which I utilise everyday to assist and support my team. I enjoy working closing with the financial advisors and our clients in order to assist with the advice process and help clients achieve their financial goals.
Qualifications and Awards
Quick Questions with Beth
Are you messy or organized?
I like to be organised but most of the time I’m messy
What do you like to do on your days off?
I love to go to the beach, go camping, hiking, fishing – basically anything outside
Where would you like to travel to?
The entire world – but next on my list is Chile
Which one would you want most – flying cars, robot housekeepers, or moon cities?
Robot housekeeper for sure
If you were on death row, what would your last meal be?
Lamb Shanks or pizza
Where is your favourite place to eat?
Any place that sells good pizza
What is your greatest fear?
Not getting to travel the world
What is your favourite movie?
Catch Me If You Can
How do you define success?
Being happy with where you are in your life & career
What is your least favourite food?