As part of the Administration team Maddy primarily supports the Financial Planning team through contribution to client communication, reporting, document development and administration. She is closely involved with the money management program and liaison with product providers. In addition, Maddy contributes to the business overall with data entry and database management.
Whilst still studying Maddy values the opportunity to learn about finance both from a personal and business perspective and enjoys the sense of satisfaction that comes with working in a team and helping clients achieve their goals.
Maddy has a strong interest in learning and teaching, travel and enjoys spending time with family and friends.
Phone: 03 8850 3333