Cassandra Kavanagh

CEO/‘Little Big Boss’

Dustin Kavanagh

Mentor, Advisory Consultant to clients

Samantha Geelan

Senior Financial Adviser
Aged Care Professional ™

Sebastian Kavanagh

Client Services Officer


Kate McArthur

Financial Adviser

Carlie Watson

Client Services Manager & Aged Care Support

Laura Bastian

Paraplanner & Client Services Manager & Aged Care Support

Glenys Mulholland

HR/Management


Melissa Chapman

Receptionist

Boo

Office Pooch

 
 
 

Want to join the Rethink Financial Planning team? We’re hiring!

Financial Planning Client Services Manager - Part-time

We are seeking a highly skilled and motivated person to join our team in a part-time capacity with flexible work arrangements for the right candidate.

  • Are you looking for a role where you know you’ll be making a difference?

  • You’ve been in this role for a number of years but are ready for a change?

  • Ready to work with a highly skilled and committed team who really care?

The role of Client Service Manager is highly regarded by our team and clients, and plays an integral role in optimising client outcomes. You are often the first point of contact for our clients and the important conduit between our team, and our collective of hand chosen specialists, in delivering ongoing support to our clients.