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What’s the best thing about Crowe Financial Planning?
The work is varied, and I find it challenges me, due to the nature of our clients and the work involved. I feel supported and pushed to continue my development.
Tell me about your role?
I attend client meetings and help come up with solutions and strategies to help meet our clients’ goals. This will involve research, analysis and producing detailed but concise recommendation reports.
What is important to me when delivering client service?
Achieving the right outcome for clients and helping them achieve their overall goals.
My favourite book.
Currently it is Fairy Tale by Stephen King.
What matters to you most in three words?
Honesty, Family, Fun.
What do you enjoy most about your role?
I enjoy that every day is different, and no two reports are the same. I enjoy meeting our clients and really getting a feel for how it is we can help them. I feel like I am constantly learning, and I enjoy this a lot.
Currently it is Fairy Tale by Stephen King.
My favourite
book
Honesty, Family, Fun.
What matters to you
most in three words?
I enjoy that every day is different, and no two reports are the same. I enjoy meeting our clients and really getting a feel for how it is we can help them. I feel like I am constantly learning, and I enjoy this a lot.
What do you enjoy most
about your role?
Achieving the right outcome for clients and helping them achieve their overall goals.
What is important to me when delivering client service?
I am a paraplanner and I work with John Spencer. I attend client meetings and help come up with solutions and strategies to help meet our clients’ goals. This involves research, analysis and producing detailed but concise recommendation reports.
Tell me about
your role?
The work is varied, and I find it challenges me, due to the nature of our clients and the work involved. I feel supported and pushed to continue my development.
What’s the best thing about Crowe Financial Planning?
Get in touch