Mandy brings over 15 years of experience in the financial services industry and holds both the Certified Executor Advisor (CEA) designation and a Life Licence. She plays a central role in managing client services, handling all administrative responsibilities related to investments and insurance. Mandy also oversees the bookkeeping, ensuring accuracy and efficiency in all financial operations.

She works closely with clients and advisors behind the scenes to support smooth operations and deliver a high standard of service with professionalism and care.

Outside of work, Mandy is a proud mom of two and enjoys machine embroidery in her spare time

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