Carol Dick

Mortgage Administrator

How Carol supports you

Carol regularly has great relationships with our clients and plays an important role in helping keep things organised for them behind the scenes.

Her role includes answering client calls, assisting with mortgage administration, and helping manage life cover applications. She works closely with advisers and providers to ensure requests and documentation are processed efficiently.

As Mortgage Administrator she is a wealth of knowledge for staff and clients alike when it comes to the mortgage process, and is always ready to lend her expertise.

A little more about Carol

Carol enjoys staying active with spin and aqua classes, and spending quality time with family and friends.

She most enjoys baking, knitting and relaxing with a good book, as well as going out for lunch or dinner whenever the opportunity arises.

Carol in numbers

40

years in financial services

10

trips and counting to Disney

8,000

hours danced

The people who make it all possible

Derek Fish
Derek Fish

Chartered Financial Planner and Managing Director

Susan Lafferty
Susan Lafferty

Operations Director

Craig Aitken
Craig Aitken

Financial Planner

Graeme Davidson
Graeme Davidson

Financial Planner

Steven Finlay
Steven Finlay

Independent Financial Adviser

Sophie McDonald
Sophie McDonald

Chartered Financial Planner

Alana Quinn
Alana Quinn

Senior Paraplanner

Stephen Stewart
Stephen Stewart

Administrator

Michelle Macdonald
Michelle Macdonald

Client Service Manager

Miryn McGonnal
Miryn McGonnal

IFA Administrator

Bryce Bissett
Bryce Bissett

Financial Administrator

Lorraine McGill
Lorraine McGill

Office Manager

Joanne Brooks
Joanne Brooks

Office Manager

Elaine Drummond
Elaine Drummond

Senior Paraplanner

Vanessa Williamson
Vanessa Williamson

Paraplanner

Charis Curtis
Charis Curtis

Trainee Paraplanner

Lyndsey Lawson
Lyndsey Lawson

Senior Administrator

Danielle Quinn
Danielle Quinn

Administrator

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If you’re ready to talk, we’re here to listen and help you take the next step forward.