Client Services Paraplanning
Qualifications: Certificate III in Financial Services
Jane joined the Soundbridge team in 2015. She brings with her 16 years of industry knowledge and experience in compliance, management, training, administration and customer service. Jane works closely with the advisers preparing advice documents, preparing strategy recommendations, processing new business applications and monitoring compliance and database management.
Jane holds several business and finance certificates and is passionate about delivering excellent client services and administration. She prides herself on building client relationships, organisation and ability to learn new skills.
In her spare time she volunteers for the Cancer Council QLD and enjoys spending time with family and traveling.