Thalia has over 10 years’ experience in the Financial Services industry.

With a strong background in administration, implementation and insurance, Thalia brings a proactive approach to client interactions, assisting with everything from initial inquiries to ongoing support. She plays a key role in coordinating client meetings, managing follow-ups, and ensuring that every detail is handled with care.

With a commitment to excellence and a passion for client satisfaction, Thalia strives to provide a seamless experience that aligns with the high standards set by the advice team.

Qualifications

Diploma of Financial Services.