Having worked at IFP for over 25 years, Carol’s knowledge of clients, their families and their financial circumstances, is exceptional. She is passionate about supporting advisers and providing service to clients, by ensuring enquiries are managed in a timely and professional manner.
Her strong work ethic and positive nature is highly valued by both colleagues and clients.
Oliver has worked in the financial service industry for 18 months with specific emphasis on client service. It is his priority that client needs are met to ensure they receive the best experience possible. Currently studying a Bachelor of Commerce degree at Curtin University, he has aspirations to continue working in the financial field. Oliver finds that working in his role is a fantastic way of meeting like-minded people.
During his spare time, he enjoys playing football and golf along with spending quality time with family and friends.
Tanvi has recently joined IFP as a paraplanner. She has strong experience with investment reporting, financial modelling for client plans and also assists with client inquiries. She has a Bachelor of Commerce (Finance) and an MBA.
Tanvi enjoys spending time with her family, enjoying nature, cooking her favorite cuisine and working out to keep fit.