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 been working in the financial planning industry for 20 years, in a wide 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.
Ashleigh joined our team in July 2019 , with six previous years of experience in the financial planning industry. She has taken up her role as a client services officer with dedication and enthusiasm.
Ashleigh is committed to providing a high level of service to both our advisers and clients and enjoys working in our friendly team environment. She is looking forward to meeting all our valued clients and being able to provide assistance to help them achieve their goals.
Natasha is primarily responsible for the research and analysis that supports the advice we provide. As a paraplanner Natasha continues to develop her professional and technical skills required in the preparation of advice as she currently undertakes her Diploma in Financial Planning. Natasha is a perfectionist at heart and will do her utmost to ensure our clients' best interests are followed to allow them to thrive and meet their financial needs and objectives.
Natasha holds a Bachelor of Commerce in Finance from Curtin University.