Anita Scott

Client Support Specialist

Qualifications:
2008 - Cert IV in Practice Management, UNE Partnerships

2010 - Diploma of Practice Management, UNE Partnerships

Experience: Anita joined us in October 2023, starting in administration and quickly transitioning to the planning team. She now focuses on review preparation, ensuring that client reviews are completed on time and that all relevant details are up to date. Anita’s dedication to accuracy and thoroughness have made her an essential part of the team’s workflow. Her growing role in supporting client services helps ensure that our clients receive the highest level of attention.

Tasks & Specialties:

Advice document preparation and modelling

Advanced advice implementation, including:

• Superannuation rollovers and contributions
• Insurance applications and adjustments
• Investment placements and share trades

Client follow ups and updates

Ongoing service agreements

Record keeping

Invoicing

Interests: Anita enjoys the great outdoors, keeping active and travelling with a caravan in tow.