Michelle joined the business in late 2019 and is a Client Services Coordinator. Although she has a background in the manufacturing industry, she now provides administrative support for the financial advice team and our financial planning clients.
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Has experience in both manufacturing and food service industries
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She was born in the Philippines and worked in the United Arab Emirates for 10 years
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She completed a degree in Industrial Engineering after finishing high school
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Enjoys trekking and discovering new tracks and different places
Assists our advisers in arranging review meetings and the preparation of presentations
Is responsible for preparing regular portfolio and other client reports as well as providing assistance and support to our clients