My professional aim is to be part of a team in a company that is always aiming to grow as a successful and renowned business as well as forging good relations with the people it employs and serves.
At Lanteri Partners Group I am achieving this aim. I work with clients, guiding them through all the aspects of financial planning, ensuring they understand our recommendations.
I have been working in the financial services industry since 2007, specialising in financial planning and superannuation. I have prepared financial plans and statements of advice, lead client services teams, and liaised with corporate clients, individual clients as well as financial institutions.
Working with clients and building relationships is the most rewarding aspect of my role.