Client Services Officer
Current
May 2019 - Present
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Melanie Stevens Email & Phone Number
Client Services Officer at Key Financial Planning
at
Key Financial Planning
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Client Services Officer at Key Financial Planning
Location
Newcastle, New South Wales, Australia
Company size
Who is Melanie Stevens? Overview
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Quick answer
Melanie Stevens is listed as Client Services Officer at Key Financial Planning at Key Financial Planning, a company with 6 employees, based in Newcastle, New South Wales, Australia. AeroLeads shows a matched LinkedIn profile for Melanie Stevens.
Melanie Stevens previously worked as Client Services Officer at Key Financial Planning and Store Services Assistant at Woolworths Supermarkets. Melanie Stevens holds Bachelor Of Applied Financial Advice, Financial Planning And Services from Griffith University.
Company email context
Email format at Key Financial Planning
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Key Financial Planning
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Profile bio
About Melanie Stevens
Current role encompasses the start to finish Annual Review Process for all ongoing service clients for 3 advisers using Xplan and MS Office Suite. This includes scheduling and managing appointments, creation of the personalised annual review excel spreadsheet and all required documents plus processing of all compliance documents post review. The role is also back up to the receptionist and includes training & ongoing support of new reception personnel.
Current workplace
Melanie Stevens's current company
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Key Financial Planning
2 roles
Melanie Stevens work experience
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Store Services Assistant
An administrative position that encompasses Payroll, Time & Attendance, Cash Control, Price integrity and a myriad of administration duties.
Dec 2015 - Mar 2019
5 education records
Melanie Stevens education
Bachelor Of Applied Financial Advice, Financial Planning And Services
Advanced Certificate, Myob
The Career Academy
Certificate 4, Human Resources
Certificate 3, Business Administration
Certificate 3, Accounts Administration
FAQ
Frequently asked questions about Melanie Stevens
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What company does Melanie Stevens work for?
Melanie Stevens works for Key Financial Planning.
What is Melanie Stevens's role at Key Financial Planning?
Melanie Stevens is listed as Client Services Officer at Key Financial Planning at Key Financial Planning.
Where is Melanie Stevens based?
Melanie Stevens is based in Newcastle, New South Wales, Australia while working with Key Financial Planning.
What companies has Melanie Stevens worked for?
Melanie Stevens has worked for Key Financial Planning and Woolworths Supermarkets.
Who are Melanie Stevens's colleagues at Key Financial Planning?
Melanie Stevens's colleagues at Key Financial Planning include Rudi Kristiani and Lillee Bowd.
How can I contact Melanie Stevens?
You can use AeroLeads to view verified contact signals for Melanie Stevens at Key Financial Planning, including work email, phone, and LinkedIn data when available.
What schools did Melanie Stevens attend?
Melanie Stevens holds Bachelor Of Applied Financial Advice, Financial Planning And Services from Griffith University.
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