With over 20 years of experience in the financial services industry, Carol has a strong customer service and administrative background.
Carol is passionate about delivering strong support to advisers and an exceptional level of service to clients by ensuring enquiries are managed in a timely and professional manner.
Her strong work ethic and positive nature is valued by both advisers and client’s alike.
Penny has spent 18 years in the financial planning industry, working in a variety of roles. As Practice Development Manager, Penny supports the smooth running of IFP, while ensuring that clients receive the best possible service.
Penny holds a Bachelor of Economics, Graduate Certificate in Finance, Masters Degree in Business Leadership and an Advanced Diploma in Financial Planning.
Bee is our enthusiastic Client Liaison Officer. She is the friendly face you will see as soon as you walk in the front door and one of the professional voices you will hear on the other end of the phone.
Bee is committed, honest and hard working. Her experience and exceptional natural ability as a communicator have proven to be an extremely valuable asset to our team.
Jesse has recently completed his undergraduate degree at the University of Western Australia. During his time with IFP, Jesse has quickly developed a good knowledge of the financial planning industry and is responsible for assisting clients with their general queries as well as helping the Advisers in their preparation of advice documents. Jesse is passionate about the organisation and is committed to continuing his studies to further his skills in the financial planning industry.
Jesse is a reliable, professional and highly enthusiastic member of the IFP team.