Financial Planning Assistant
Leanne’s first corporate role in the Financial Planning industry was with one of Australia’s biggest fund managers, where she worked with the para planning team to support financial advisers. Leanne first began work at Complete Financial Solutions in 1998 and during the early years she helped with the administrative and financial planning documentation.
Since then she has acquired further knowledge and completed studies relevant to gaining a Diploma in Financial Services. Today she is the backbone behind the business, providing vital support to the advisers in the business.
Leanne is a loyal and committed employee and is regularly flattered by clients’ comments about her work. She is dedicated to achieving both consistent and high levels of customer service as she carries out her responsibilities in the advice implementation area of the business.
Leanne has studied Financial Planning Process & Risk (ps 146) – giving her partial completion of the Diploma in Financial Services.