She uses marketing tools and systems to propels any business from good to great, improving one process and one system use at a time. Marketing Manager
Stefanie grew up in England and worked for local council. Stefanie then decided to make the move to Perth in 2015 and 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 and also enjoys walking and travelling.
Paula Hill – Insight Advisory Group
Margarita will assist with any Client Services request – Client Services Assistant