Phone: 02 4962 4440
One of your biggest inspirations:
Cass – our little big boss – inspires me every day with her work ethic, vision and how much she cares about the team and our clients.
RG 146 Tier 2- Compliance Solution Accreditation Program
Certificate IV Banking and Financial Services
Certificate IV Financial Services Bookkeeping
Certificate III Business Administration
Carlie Watson, Client Services Manager
Years In Financial Services: 22 years
The role in a nutshell:
I assist our clients with achieving their financial and personal goals by navigating them through the implementation process of the advice. Once the advice has been presented I am often the liaison between the adviser and the client, and I put the advice into action. We have a very collaborative team, my role varies, and you’ll often find me liaising with different service providers on behalf of the client for their superannuation, insurance, and aged care needs.
I am often referred to as /the finisher’ and the FP Mum, and enjoy assisting the team to make sure everything is flowing nicely.
Why you love working at Rethink Financial Planning:
Rethink is like my second family. I love coming to work in a beautiful space with like-minded people who have the same beliefs on making sure we always put the client first. We’re a very motivated team who all genuinely care about what we do. It’s refreshing.
Rethink is unique because when our specialities overlap they complement each other. We’ll often have a few of us working with one client because we recognise that we all have different strengths and can add value in different areas. The end goal is always to ensure maximum benefit for the client.
Advice you wish everyone knew:
I wish everyone knew the value of personal insurance and making sure that you are adequately insured, because you never know what is around the corner.
Best career moment:
We had a client who was very unwell and unable to ever return to work. We were able to assist him with a successful claim, which changed his life. With our help he was able to get his financial affairs back in order.
What you are passionate about:
Family, friends and my work.