Office and Client Manager
Di has been a longstanding team member of Palladium Wealth Partners in her role of Office and Client Manager.
Di brings with her 30 years of banking and finance experience, of which the last 9 years were spent providing support to senior financial planners at Westpac.
Having previously worked closely with Daniel at Westpac in a similar role, it is fair to say they are both excited to be working and servicing clients together again.
Di has a friendly and professional approach to assisting clients, and brings a wealth of administration support and office management experience to our team. Her caring nature makes a meaningful difference to the service we provide our clients.