Katrina Simpson

Katrina Simpson Email and Phone Number

Client Services Manager @ Park Lane Advice Group
Australia
Katrina Simpson's Location
Greater Melbourne Area, Australia
About Katrina Simpson

I am well rounded in all aspects of financial planning; I have a great knowledge of the industry and understanding of its policies, procedures and legislation. I have been in the industry for more than 15 years, working mainly in Planner support, as a Client Service Manager, Compliance Officer; and Paraplanner. I have a great appreciation of the qualities Advisers need in support staff and the challenges associated with day to day running of a successful business, I will work with you to ensure that the highest levels of quality and professionalism are provided to your clients.VISION:To provide each client with a quality compliant Statement of Advice that ensure that each client is put in a better position to meet all their future needs and requirements.Assist in facilitating processes and structures which allow your practice to work more efficiently,

Katrina Simpson's Current Company Details
Park Lane Advice Group

Park Lane Advice Group

View
Client Services Manager
Australia
Website:
parklaneadvicegroup.com.au
Employees:
7
Katrina Simpson Work Experience Details
  • Park Lane Advice Group
    Client Services Manager
    Park Lane Advice Group
    Australia
    View
  • Self Empoyed
    Paraplanner & Office Management Outsorcing
    Self Empoyed Mar 2014 - Present
    Sunbury
    Benefits of using KDS Professionals Administration & Paraplanning* Allows you more time to focus on relationship building and your client’s needs and objectives.* SoA’s are presented in an easy to understand and logical format. I work with you to develop your own personalised templates, which comply with your licensee standards.* Professional, compliant and technically accurate Statements of Advice.* Xplan guidance and training, providing you with efficient processes, allowing you more time to focus on growing your business.* Supply personally tailored specific procedure manuals, giving new staff members easy to understand step by step assistance.* Assist with changes to compliance requirements as per you licensee standards.* You can use my service on a needs only basis, meaning you are not paying for staff slow periods.* Ensure that your office is up to date with legislative changes.
  • Wealth Effect Group
    Customer Service Manager
    Wealth Effect Group Jan 2012 - Mar 2014
    South Melbourne
    View
  • Essendon Financial Services
    Client Service Officer
    Essendon Financial Services Jun 2006 - May 2010
    Essendon
  • Mlc Limited
    Client Service Consultant
    Mlc Limited Jun 2005 - May 2006
    Docklands
    On phones client services consultant.Specialised in Superannuation, Retirement Planning, Insurance and Investments
    View

Katrina Simpson Education Details

  • Hellyer College
    Hellyer College
    Completed Year 11 & 12

Frequently Asked Questions about Katrina Simpson

What company does Katrina Simpson work for?

Katrina Simpson works for Park Lane Advice Group

What is Katrina Simpson's role at the current company?

Katrina Simpson's current role is Client Services Manager.

What schools did Katrina Simpson attend?

Katrina Simpson attended Hellyer College.

Who are Katrina Simpson's colleagues?

Katrina Simpson's colleagues are Jon Scukovic, Lincoln Krieger, Peter Feddersen.

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