Executive Assistant Insight Wealth
Stefanie grew up in England and worked for the local council. In 2015, Stefanie decided to move to Perth and, subsequently, completed a bachelors degree in business and accounting and a Finance Diploma through the Financial Planners Association, whilst working in a Public Practice.
Stefanie is currently working towards becoming a Financial Advisor in order to work closely with clients in assisting them to meet their financial goals and objectives.
Stefanie enjoys building relationships and delivering the best possible service. She also enjoys going for walks and travelling the world.
Discussing Personal Financial Topics
Providing Superior Client Services
Co-ordinating Personal Insurances
Making Things Easier for Clients
WEST LEEDERVILLE WA 6007
WEST PERTH WA 6872
+618 6315 2700