I work closely with our clients on a day-to-day basis and thoroughly enjoy helping them navigate their relationship with us.
I have been with the firm since the beginning, so I know everyone pretty well. My role includes trading the investments on behalf of the advisers and their clients.
I am also the Compliance Officer at phwealth, a very important role but one that does not make me very popular at times.
At the weekend I enjoy working in our garden on the Taieri. My husband and I are Rotarians and we enjoy the community work that this involves.