Client Service Officer

Macy Harrison

Cert 3 in Business Admin
Macy Harrison

Helping people isn't just a job for me; it's a passion that drives me to make a positive impact in our clients’ lives.

I find fulfillment in aiding others to achieve their goals and dreams. I enjoy assisting and supporting our Financial Advisers to ensure a smooth implementation process for all clients.

I am a seasoned customer service officer who recently made the move to the Sunshine Coast for a lifestyle change. I’m committed to providing personalised support that exceeds expectations.

On the weekend you will find me soaking up the sunshine on the beach or taking leisurely walks with my beloved dogs Chilli and Peri.

By being yourself, you put something wonderful in the world that was not there before. - Edwin Elliot

Principal

Tim van Doore

Mish
Head of Operations

Mish While

Financial Adviser

Lachlan Money

Karen Lethlean
Client Service Manager

Karen Lethlean

Amanda Conlan
Client Service Officer

Amanda Conlan

Nikki Middleton
Client Service Officer/Risk Paraplanning

Nikki Middleton

Client Service Officer

Macy Harrison

Janis
Insurance and Claims Manager

Janis Glassop

Administrator

Candice van Doore

Nick Tenuta Financial Adviser Stream Financial
Financial Adviser

Nick Tenuta

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