Client Service Manager
Maggie joined True North Wealth since it was first established in May 2017 and after a few years working with the team Maggie relocated with her family to Taiwan for two years. In June 2022 she came back to Australia and re-joined the team.
She has over 25 years’ administrative experience in banking and finance working with various fund managers. She has a Bachelor of Commerce major in Accounting and Finance and completed her Master of International Business from UNSW.
Maggie’s goal is to provide excellent and timely financial planning processes and deliver the best possible customer service.
Maggie is married with a young son and enjoys spending time with family, travelling, eating out and she speaks fluent Mandarin.