Roxanne LaugesenClient Services Administrator (Financial Planning)

Roxanne has 30 years of experience in administrative and managerial positions across various industries but has chosen to focus her skills in the Financial Services Sector for the past 7 years.  Roxanne’s knowledge, professionalism and engaging manner make her a valued member to the Financial Planning team, effectively managing all compliance matters, client communications and administrative tasks.

Specialist Areas:

Xplan Software
Client Liaison
Administration
Compliance

Qualifications:

Diploma of Financial Planning