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