10/07/24
How “time travelling” as part of your financial plan could help you secure your goals
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On the job
Janette has worked in the financial services industry for more than 40 years. For 10 of those, she’s worked exclusively with independent financial advisers.
As part of her daily activities, Janette is responsible for providing administration support, including arranging annual reviews and preparing relevant paperwork.
Janette is also involved in processing quarterly fund switches, as well as processing new business.
Off duty
Janette enjoys reading and is a member of a local book club.
Janette also loves walking her two dogs.
Three little things about Janette...
At age 16, I was a Queen Guide.
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believe working with us has helped or will help them achieve their financial goals
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are very satisfied with the speed of response from our support team
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