Alex Heathcote
Client Services Officer
About Me
About Alex
As a key member of our Client Services team, Alex works within our Financial Planning team supporting our Advisors to efficiently manage a diverse range of compliance tasks and client correspondence. Alex’s efficiency and attention to detail ensure our Advisors deliver a high level of client service.
My Story
Alex has strong customer service and support administration experience and skills having previously worked in an administrative customer care role with a leading e-commerce retail company.
Qualifications
- Bachelor of Commerce (Financial Management)