Courteney is our newest recruit to join our Sanctuary Cove office in the role of Client Services Officer, joining us from another financial firm on the Gold Coast.

Aside from her friendly and enthusiastic personality, Courteney brings with her a strong attention to detail, client focused approached and exceptional communication skills.

As Client Services Officer, Courteney assists and supports the advisory team with all administration related tasks, in particular Quarterly Reviews, along with client enquiries and general office duties.

Courteney is a sports fanatic, spending her free time playing mixed touch footy and running around with her blue-cattle dog Normie who keeps her on her toes.