As an associate in Funds Management, I strive to exceed our clients’ expectations by implementing effective investment strategies that optimise their returns. I meet with new and established clients, develop and manage their investments, and keep them informed.
For almost a decade I have been engrossed in the financial markets in my work and studies; before that I worked in retail banking.
I enjoy being part of an integrated team at Lanteri Partners that communicates well and collaborates to benefit our clients.
Expertise
Recent reviews
At a glance
- Adviser status Bronze
- Rating
- Number of reviews 5
- First year providing advice 2017
- Years of experience 7
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Highest qualification
- Diploma of Financial Planning (1-8)
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Language spoken
- English
Lanteri Partners Financial Management Pty Ltd
Ground Floor, 1 Collins StreetMelbourne, VIC 3000
Licensed by
Lanteri Partners Financial Management Pty Ltd
AFSL 239127