Client Service Manager, Team Oakies
Nora is a dedicated team leader to one client & handling a total of 4 FPAs. Part of her role is doing implementation task for Cameron Vallve (Oak’s managing director) and Richard Owen (his replacement). She do checklist on every advice given and execution completed to be compliant with all the requirements needed during the audit. She also manage both of their clients’ admin task and at the same handling the team’s performance.
Nora do FPA onboarding but only to Oak Financial Planning. She is happy to provide assistance anytime to FPAs who need further clarification on their implementation/ compliance checklist tasks.