Working closely with your Adviser, Bella is primarily responsible for performing the tasks that comprise the implementation and ongoing administration of clients’ financial strategies. These tasks include the implementations of new investments, maintaining accurate data and records, producing correspondence and reports and providing non-advice related client service.

The main focus of her role is to provide quality service and maximise client retention and referral.Outside of work: Bella is never one to stay still. She loves outdoor adventures with her children. If she’s not doing that she’s camping, fishing or cooking for her family!