Vesta is a highly organised and detail-driven Client Services Manager who plays a vital role in supporting both clients and advisers. With a passion for streamlined backend operations and a naturally warm approach, she ensures every client interaction is handled with care and precision.

Vesta conducts comprehensive research into clients’ superannuation, investment and insurance positions, helping advisers deliver informed, strategic advice. Her ability to manage complex administrative processes while maintaining exceptional client service makes her an integral part of the team and a trusted point of contact for clients.

Qualifications:

• Master of Banking and Finance, Monash University