Zena supports our Financial Planning Technicians by implementing our clients’ specific wealth management strategies, managing client data and liaising with investment providers. Zena is currently working towards her Diploma in Financial Planning.
What do you enjoy about your role?
The variety – each day is never the same. I know that what I do helps clients achieve their desired outcomes and I am proud of this.
What are you passionate about?
I’m passionate about getting things right – I pride myself on my attention to detail and delivering the perfect service.
What do you like most about working for Fiscal Engineers?
Working with a great team that all share the same vision.
What are your interests?
My new puppy, food and drink.