Operations Director
CurrentAs Operations Director, I am a hardworking, results-driven individual with over 20 years of experience in managing the successful operations for fast growing companies. Having obtained a Level 4 Diploma in Financial Advice, I have a wealth of knowledge in managing diverse groups of teams within a financial advisory practice.Day to day I oversee the the admin, paraplanners and client servicing teams at Capstone Financial, working with them closely to ensure they get the support and development required to thrive in their roles. I also ensure that operationally we support our advisers to allow them time to spend more time with clients and receive the very best outcomes when obtaining financial advice.I am a passionate about helping talented individuals reach their potential, whilst also being focused on client care