Tia Welford

Financial Planning Administrator

Role:

Tia supports our Financial Planning Technicians by implementing our clients’ specific wealth management strategies, managing client data and liaising with investment providers.

What do you enjoy about your role?

Reading the positive feedback from clients who are impressed and grateful with the work we provide, it offers a sense of accomplishment and happiness.

What are you passionate about?

I am passionate about building and maintaining relationships, developing my knowledge, and achieving the best I possibly can.

What do you like most about working for Fiscal Engineers?

I like that everyone at Fiscal welcomes and supports whoever who walks through the door, it is the definition of a family like environment. The commitment for work and general positivity everyone carries is something very special.

What are your interests?

I enjoy going to the gym, long walks/hikes, cooking, espresso martinis, socialising with friends, travelling, podcasts, music, sport, fashion – everything, and anything really!

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