We’re a national financial planning firm who pride ourselves on delivering exceptional financial advice and personalised service. We look after almost 3,000 families and $1 billion in client funds. With years of combined experience, our people are our greatest asset. Your finances are in good hands.
Lisa is responsible for Reception in our Sydney office and also assists the team with general administrative duties. Lisa has 15 years’ experience in corporate receptionist roles in the financial services, accounting and publishing industries.
Location: sydney
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