Our People
Client Services Associate
Mimi Metseagharun
BCom (Finance), BIntSt (International Relations)
Mimi is a Client Services Associate based in the Melbourne office. She supports advisers and clients across the advice process, assisting with client onboarding, account setup and ongoing portfolio administration.
Mimi is responsible for coordinating document collection and managing client data to ensure information remains accurate and up to date. She works closely with advisers and operations to support a smooth and efficient client experience and has an interest in assisting clients with expat services.
Mimi holds a Bachelor of Commerce and a Bachelor of International Studies, which led her to begin her career in the financial advice industry with Apt Wealth Partners. Outside of work, she enjoys strength training, keeping active, reading and exploring new cafes and restaurants.
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