Client Services Manager
Current
Nov 2022 - Present
AeroLeads people directory · profile
Elise O. Email & Phone Number
Client Services Manager
at
DMA Financial Strategists
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Client Services Manager
Location
Australia, Australia, Australia
Company size
Who is Elise O.? Overview
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Quick answer
Elise O. is listed as Client Services Manager at DMA Financial Strategists, a company with 5 employees, based in Australia, Australia, Australia. AeroLeads shows a matched LinkedIn profile for Elise O..
Elise O. previously worked as Client Service Officer at Y Partners and Case Manager at Haysman Financial Services. Elise O. holds Advanced Diploma Of Financial Services (Financial Planning) from Kaplan Professional.
Company email context
Email format at DMA Financial Strategists
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DMA Financial Strategists
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Profile bio
About Elise O.
Experienced Client Service Officer with a demonstrated history of working in varied roles within the financial services industry including Client Services Team Leader, Client Account Manager, Paraplanner, and Administration Assistant. Skilled in data collation and processing, Worksorted, XPLAN, administration and support functions for Financial Planning, Superannuation, Investments, Personal Risk Insurance, and Mortgage Lending. Diligent communicator able to produce accurate projects, templates, procedures and general business functions to achieve objectives.
Current workplace
Elise O.'s current company
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Dma Financial Strategists
7 roles
Elise O. work experience
A career timeline built from the work history available for this profile.
Client Service Officer
May 2022 - Oct 2022
Case Manager
Haysman Financial Services
Feb 2019 - May 2022
Senior Paraplanner
Nkl Financial Planning
Jul 2003 - Feb 2019
Senior Admin Assistant / Paraplanner
Financial Dynamics Group
Nov 1999 - Jun 2003
Administration Assistant
Hindmarsh Mcdonald
Dec 1996 - Nov 1999
Customer Service Specialist
Oct 1993 - Dec 1996
Team & coworkers
Colleagues at DMA Financial Strategists
Other employees you can reach at dmafs.com.au. View company contacts for 5 employees →
PS
Patrick Squire
Colleague at Dma Financial StrategistsKent Town, South Australia, Australia, Australia
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WS
Warren S.
Colleague at Dma Financial StrategistsAdelaide, South Australia, Australia, Australia
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PP
Peter Pepicelli
Colleague at Dma Financial StrategistsGreater Adelaide Area, Australia
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WN
Wayne Norris
Colleague at Dma Financial StrategistsAdelaide, South Australia, Australia, Australia
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AG
Andrew Gill
Colleague at Dma Financial StrategistsGreater Adelaide Area, Australia
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FV
Fiona Venning
Colleague at Dma Financial StrategistsGreater Adelaide Area, Australia
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Patrick Squire
Colleague at Dma Financial StrategistsKent Town, South Australia, Australia, Australia
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WS
Warren S.
Colleague at Dma Financial StrategistsAdelaide, South Australia, Australia, Australia
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PP
Peter Pepicelli
Colleague at Dma Financial StrategistsGreater Adelaide Area, Australia
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WN
Wayne Norris
Colleague at Dma Financial StrategistsAdelaide, South Australia, Australia, Australia
View →
AG
Andrew Gill
Colleague at Dma Financial StrategistsGreater Adelaide Area, Australia
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FV
Fiona Venning
Colleague at Dma Financial StrategistsGreater Adelaide Area, Australia
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6 education records
Elise O. education
Advanced Diploma Of Financial Services (Financial Planning)
Kaplan Professional
Certificate Iv In Financial Services (Finance/Mortgage Broking)
Aamc Training Group
Certificate Iv In Bowen Therapy
Certificate Iv In Training & Assessment
Kiama Community College
Certificate Ii In Accounting
Certificate Iii In Office Administration & Financial Skills
FAQ
Frequently asked questions about Elise O.
Quick answers generated from the profile data available on this page.
What company does Elise O. work for?
Elise O. works for DMA Financial Strategists.
What is Elise O.'s role at DMA Financial Strategists?
Elise O. is listed as Client Services Manager at DMA Financial Strategists.
Where is Elise O. based?
Elise O. is based in Australia, Australia, Australia while working with DMA Financial Strategists.
What companies has Elise O. worked for?
Elise O. has worked for Dma Financial Strategists, Y Partners, Haysman Financial Services, Nkl Financial Planning, and Financial Dynamics Group.
Who are Elise O.'s colleagues at DMA Financial Strategists?
Elise O.'s colleagues at DMA Financial Strategists include Patrick Squire, Warren S., Peter Pepicelli, Wayne Norris, and Andrew Gill.
How can I contact Elise O.?
You can use AeroLeads to view verified contact signals for Elise O. at DMA Financial Strategists, including work email, phone, and LinkedIn data when available.
What schools did Elise O. attend?
Elise O. holds Advanced Diploma Of Financial Services (Financial Planning) from Kaplan Professional.
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