People enjoy interaction with others, and being in a communication rich role such as client service means you get to interact with client’s on a daily basis – making this a very rewarding career for those who I enjoy talking to, helping and providing service. “Somewhere along the way, we must learn that there is nothing greater than doing something for others” Martin Luther King.
“Somewhere along the way, we must learn that there is nothing greater than doing something for others” Martin Luther King.
Working closely with your Adviser, Bella is primarily responsible for performing the tasks that comprise the implementation and ongoing administration of clients’ financial strategies. These tasks include the implementations of new investments, maintaining accurate data and records, producing correspondence and reports and providing non-advice related client service.
The main focus of her role is to provide quality service and maximise client retention and referral.Outside of work: Bella is never one to stay still. She loves outdoor adventures with her children. If she’s not doing that she’s camping, fishing or cooking for her family!
Latest Updates by P3FP
A Little More About Bella
First job: Waitress at The Coffee Club
What I spent my first paycheck on: Perfume
Food: Mum’s Filipino Cooking
Comedy movie: Identity thief
TV shows: Schitt’s Creek
Actor: Clint Eastwood
Actress: Melissa McCarthy
If I could be a superhero: Storm
First professional sports event: Broncos VS Sharks – July 2021