Client Service Manager
Anna joined True North Wealth since it was first established in May 2017. She has over 17 years of sales and administrative experience in Tourism; Recruitment; Banking and Financial Services including planning, advice, marketing, and events.
Anna works alongside Daniel, Stuart and Simon and is responsible for ensuring administration, compliance and implementation of advice recommendations including super/pension/investments and insurance applications; pension transfers; super contributions etc are processed to meet and exceed the Financial Services Industry guidelines and standards, delivering the best outcome for clients. She supports the advisers in providing exceptional ongoing service to existing and new clients of True North Wealth.
Prior to joining True North Wealth, Anna was a recruitment consultant at Porterallen a specialist recruitment company that specialises in the recruitment of roles within the financial services industry. Previously, Anna spent over 8 years with MLC Wealth/NAB Asset Management in various roles, allowing her to connect with a range of people including financial advisers, product providers and fund managers.
Anna’s objective is to deliver distinctive value to clients through effective and timely financial planning processes and she’s enthusiastic about building strong and sustainable relationships with clients and stakeholders.
Anna is passionate about travelling; meeting new people; cooking/entertaining her family and friends; reading and bushwalking.