Marie Dawes

Client Service Officer

Marie has been a valued member of our team for over seven years and is supporting one of our Private Wealth Advisers, Michael Barker, as a Client Service Officer.

Marie has over 20 years’ experience providing support and administration to financial planning clients, so she knows the ropes and can answer almost any question, except advice, which you have to get from Michael!

Anyone who knows Marie will say she is caring, bright, so easy to deal with and you will not find another person as  organised as her!

 

QUALIFICATIONS

  • Certificate IV in Financial Planning

  • Certificate in Business Services

  • Bachelor of Education

  • Bachelor of Teaching

About Us

Our Advice Process

Client Testimonials