Beatrix is a Senior Client Service Manager responsible for the preparation of client reviews, managing client information, implementation and addressing client queries. She joined the business in 2022 after six years experience at a financial advisory firm in client service and portfolio administration role, she also has experience in process improvement, as business analyst and administrator. Beatrix has a Diploma in Production Management from Technikon, South Africa. She is currently undertaking an Advanced Diploma of Paraplanning course.
Qualifications & Accreditations
- Diploma of Production Management