
Abby Obierez
Client Services Assistant
Biography
Abby is a detail-oriented and highly organised Financial Planning Assistant with a strong foundation in personal finance, investment management, and retirement planning. Abby is known for providing exceptional support to financial advisers by maintaining accurate records, conducting research on different superannuation and insurance platforms, financial products, markets, and investment opportunities to support advisers in making informed decisions for their clients. Abby is passionate about helping clients achieve their financial goals and dedicated to delivering high-quality service in a fast-paced environment.