Client Services Assistant
With over 7 years experience of providing assistance to Senior Executives in the financial services/investment banking and crowd-source industries, Meghana provides support for our clients and the financial planning team. She assists in organising and preparing for client appointments, and various administrative duties. Meghana also liaises with Fund Managers, and provides high quality client support.
Megahana has previously completed a Bachelor of Science with a specialisation in Microbiology, and will soon be undertaking her Diploma of Financial Planning and Diploma of Business Administration courses.