Given her previous experience in owning a successful local business, Phoebe is well placed in Client services as she provides personable support to our clients whilst helping our internal staff members.
Phoebe believes that the client experience should be central to the Financial Planning process, which is why you may hear from her, from time to time. Phoebe has a great willingness to develop within the Financial Services Industry and aspires of becoming a paraplanner in the future.
In her downtime, Phoebe spends time running around after her young son, Zachary. If that’s not enough, she tries to keep herself active either in the gym or when traveling on holiday.