The Census Financial Planning Administration team provides administrative services on behalf of clients and key support services to the advisers.
The team consists of:
Tracey Girvan: Office Manager
Tracey oversees the administration team, assists with compliance and regulation issues and deals with Human Resource matters.
Julie Cunningham: Finance Manager
Julie is in charge of issues relating to commission and making sure that our Intelligent Office System is up to date.
Gail Black: Personal Assistant
Jemma McCracken: Personal Assistant
Sarah McAfee: Personal Assistant & Financial Planner
Gail, Jemma and Sarah provide day-to-day administrative support for advisers, communicate with the clients both written and verbally and manage the advisers' diaries.
Tracy Tulett: Para Planner
Tracy helps the advisers with conducting research, analysing statistics and compiling reports.
Natasha Metcalfe: Marketing Manager
Debbie MacLynn: Client Relationship Management Administrator
Lisa Clarke: Social Media Assistant
Natasha, Debbie and Lisa form the Marketing Department, who update the website, manage the client database and communicate with the clients via social networking sites.
