Client Services Co-ordinator
Look after the pennies and the pounds will look after themselves.
Dee joined Financial Decisions in 2010 as Client Services Co-ordinator with the specific task of establishing and administering self-managed superannuation funds and over the past five years, this area of the business has grown immensely. Her other responsibilities include providing strong adviser support and client service in all areas of investment transactions and superannuation administration.
Previously, Dee worked for international law firms in both London and Sydney for 12 years as Executive Assistant to Partners in the areas of company law and corporate litigation, which has helped to develop her solid background in client liaison and administrative skills.
Dee enjoys the great culture at Financial Decisions and revels in learning something new every day.