Client Service Manager
Lili is a 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 four years experience at a financial advisory firm in client service and portfolio administration role. Lili has a Master of Professional Accounting from University of Wollongong, Bachler of Laws (LL.B) from Shenyang University. She is a CPA qualified accountant.
Qualifications & Accreditations
- Master of Professional Accounting
- Bachler of Laws (LL.B)
- Certified Practicing Accountant (CPA)