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Client Service Specialist
Through a number of administrative, advisory and management roles, Lenea has gained valuable experience in financial services over the past 15 years. As one of our Financial Planning Assistants, Lenea helps with the onboarding of new clients and the preparation behind client meetings.
Lenea is always developing her skills and is currently working towards her Diploma in Regulated Financial Planning. In her own words, the most rewarding part of her job is “the support, encouragement and challenges I get to continually develop myself. Not forgetting the fantastic team of people I work with!”.
The advice Lenea would give to her younger self is to “enjoy life, enjoy different experiences and travel.”
When she’s not keeping active or doing some experimental cooking, Lenea can often be found planning her next holiday.
RO1 – Financial services, Regulation and Ethics
RO5 – Financial Protection.