About Me
At Baggette + Co. Wealth Management, I work as a Client Servicing Administrator. I help with client enquiries and deal with a range of admin responsibilities such as data gathering, annual review preparation, and ad hoc valuations. I ensure that everything is in the best interest of our clients in the long term.
My Professional Background
Previously, I completed work experience as a bookkeeper for a construction company, assisting with the sales and purchase ledgers and performing bank reconciliations. This allowed me to build many transferable skills that enabled me to move into wealth management.
What Drives Me in My Role
Ensuring that clients have a smooth and professional experience here at Baggette + Co., while also being able to support advisers so they can deliver the best service to our clients.
Life Outside of Work
I enjoy going to new cities abroad (although I haven’t been to many, I’d like to visit more in the future!) and trying new places to eat with my friends. In the past few years, I’ve been getting into watching more sports, such as rugby (I still don’t fully understand all the rules!) and the PGA Masters.