How Danielle supports you
Danielle supports the team with a wide range of day-to-day administrative and client service tasks. With her organised approach and proactive mindset, she plays an important role in supporting both clients and advisers throughout the financial planning process.
Her role includes processing new business, handling client enquiries and liaising with providers to ensure everything runs smoothly. Danielle regularly speaks with clients over the phone and works closely with platform account managers to help progress client requests.
Danielle also holds a Certificate in Financial Services and continues to build her knowledge within the profession to best help our growing client base.
A little more about Danielle
After the working day, Danielle enjoys exploring new places to eat, travelling to different cities, and spending time with her sausage dog, Nellie.
She is also known among friends and family for organising exciting events and bringing people together, as well as enjoying relaxed weekends discovering the best new coffee spots and places to explore.
Danielle in numbers
7393
unopened personal emails
0
unread work emails
42
different countries magnets on my fridge
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