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.
As Client Service Associate in our Sydney Office, Tarryn is responsible for assisting the Client Service Managers with administration and implementation. Tarryn is completing a Bachelor of Applied Finance and Commerce with majors in Professional Accounting.
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