Zoe supports our Financial Planning Technicians by implementing our clients’ specific wealth management strategies, managing client data and liaising with investment providers.
Looking to start working towards R01 – R06.
What do you enjoy about your role?
I enjoy the variety that the role offers and how each day is a learning opportunity, which is developing my skills and knowledge.
What are you passionate about?
I like to get the job done and get the job done right.
What do you like most about working for Fiscal Engineers?
The support the team has for each other, it really is the ‘Fiscal family’.
What are your interests?
Spending time with my friends and family. I love musical theatre and music more generally. Travelling has always been a huge interest of mine and I have been lucky enough to travel quite a bit.
Little books – A balanced work environment
Promoting wellbeing and creating a place of productivity.