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Client Service Associate - Private Client Service
Growing up with a father who worked in treasury (back in Cambodia), my financial literacy has always been slightly better than most kids. Through his carefully structured words, he has taught me the importance of maintaining an equal sum; of how much we spend today impacting on how much we have in the future. While I may not have been aware at the time, I am certainly aware now. Especially of how much I unconsciously enjoy planning my finances. It just happens so naturally and with ease, that I find myself in situations where other people are talking to me about their finances as well.
With more than 10 years’ experience in the financial planning industry, I enjoy seeing the change in attitude from someone who has recently acquired a sum of money and not knowing what to do; to someone who is in control because they have trust in our professional advice and services. Seeing a financial plan come into fruition (in Wealth or Risk); eventuating into working practice, reaping in benefits to its recipient, is the most satisfying experience and is the reason why I enjoy doing what I do.
Identity McIntyre Pty Ltd (ASIC No 461171) is a corporate authorised representative of IMFG Pty Limited, Australian Financial Services Licensee number 527657 Registered Office at: Level 8, 171 Clarence Street, Sydney NSW 2000.
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