Client Services Manager
I was with VBP since August 2017and had been with Alteris (Formerly known as Affinity) for about 1 year and 9 months. I was the very first FPA of the practice and was part of Affinity Aged Care which dealt with the aged care side of Financial Planning. After leaving the team and pursuing my personal goal to be part of management, the offshore team now consists of about 6 FPAs.
From being a Domain Expert, I am now one of the Client Services Managers under cluster Shi-an and is currently managing 7 FPAs. Practices handled are all under the Retire Invest licensee. I help my team bring out the best in them every day and vice versa.