Client Services Manager
Sammy is our Client Services Manager and joined the team at Elders Financial Planning Bundaberg in February of 2017.
She brings with her an invaluable diverse background and transferable skill set with over 15 years’ experience in client service, administration, accounts and managerial roles.
One of your first points of contact in our office, Sammy is more than happy to assist with your general enquiries, appointments and transactional administration. Dedicated to customer service she prides herself on building trusting relationships with clients.
Working in a close-knit team, Sammy performs a key support role alongside Kathy supporting Peter Doohan with administrative, transactional and implementation support for client strategies. Sammy also looks after portfolio review preparation, compliance reporting, systems improvement and collaborates on marketing and growth.
“I enjoy the challenge of change and the learning that it brings and have a passion for all aspects of business, relationship building and attention to detail. I love working within our small team environment, collectively toward shared goals for our clients and the business.
When I’m not in the office life is all about family and friends… and thinking about work (I really need to work on that!) And coffee and wine too… but not always in that order. I am married with 3 children and have spent many years living up and down the East Coast as a Defence family. We moved to the Bundaberg region for family stability and have settled into the easy coastal lifestyle. I love nothing more than heading out onto the water for a stand-up paddle, walks along the beach and early morning runs along the foreshore.”