Daisy brings several years of experience in the financial planning industry and currently holds the Certificate in Regulated Financial Services Operations. She is actively working toward her Diploma in Regulated Financial Planning.
In her role as Client Account Manager, Daisy collaborates closely with Clients, advisers, and the broader business to nurture lasting relationships. Her dedication to enhancing Client experiences and refining business processes reflects both her technical knowledge and proactive mindset. She consistently delivers high quality service with warmth, efficiency, and precision.
Daisy is also an active member of our Diversity, Equity, and Inclusion (DEI) Committee, where she contributes to initiatives that promote inclusivity, representation, and a positive culture across the organisation.
Beyond the office, Daisy is an avid bass player with a love for hiking and exploring historical sites; pursuits that reflect her creativity, curiosity, and adventurous spirit.