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: Operations Director
Tracey oversees the administration team, assists with compliance and regulation and deals with Human Resource matters.
Julie Cunningham: Finance Manager
Julie is in charge of all finance matters and back office systems.
Gail Black: Personal Assistant
Jemma McCracken: Personal Assistant
Gail and Jemma provide day-to-day administrative support for advisers, communicate with the clients both written and verbally and manage the advisers' diaries.
Natasha Metcalfe: Marketing Manager
Debbie MacLynn: Client Relationship Management Assistant
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.