Client Services Officer

Jaz brings enthusiasm and drive to the team as the client service officer. In the final year of study of a double degree in Business and Film Management, Jaz has no hesitation in applying her versatile skills and charismatic charm to supporting our clients in implementing the steps towards realising their goals and dreams.

With Jaz’s creativity and a passion for our clients, she always finds time to brighten their day and knows that financial planning is always better with a smile. She is always up for a friendly chat – just mention that you have pets and Jaz will share some wonderful stories of her beloved Seth the wonder dog.

As a proven problem solver, Jaz thrives on adopting to the compliance environment within financial planning, and has the opinion that protecting the client is as important as reaching for their dreams.

Having a key role in the planning process has given Jaz the passion to be a professional and valued team member. This is confirmed everyday as Jaz is vital in creating positive futures through the simple yet effective financial planning steps that she helps create.