Client Service Officer/Risk Paraplanning

Nikki Middleton

Nikki Middleton

I like systems and numbers, ensuring that every step that needs to be followed gets done and every step that is unnecessary be removed from the process.

I entered this field in 2012 and have quickly found an appreciation for the difference that can be made in a terrible situation by the service we provide.

I assist the Principal with daily organisation and tasks as required as well as our client’s with insurance related documents and implementation.

I enjoy working in administration as it is a field in which my organisational skills and desire to always try and find a more efficient method can be utilised. My personal passion is travel and I have enjoyed living in England as well as Canada and using this time to travel through Europe and the United States. I hope to continue to travel and see the world as much as possible.

I like systems and numbers, ensuring that every step that needs to be followed gets done and every step that is unnecessary be removed from the process.

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

Advisor Support

Michelle McKenzie

Administrator

Candice van Doore

Nick Tenuta Financial Adviser Stream Financial
Financial Adviser

Nick Tenuta

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