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Wealth Management Support
Edina T
Capalaba, QLD
Edina supports the wealth management team and is studying towards her financial planning qualification.
She works closely with our advisers to make sure each client's plan is tailored to their goals and follows through on the everyday detail that keeps the strategy on track.
Qualifications
- Bachelor of Accounting and Finance
- Postgraduate study in Financial Planning (in progress)
Featured expertise
Wealth management supportFinancial planningGoal settingInvestment research
