Zoe LawrenceClient Administration

    Zoe joined the JSA team in October 2018.  Zoe has spent the past 10 years working in banking and financial services roles in both Europe and Australia, with a particular focus on financial planning and strategy.

    Zoe’s current role involves assisting advisers with the processing and maintenance of client files, setting client appointments, preparing for client reviews, updating investment portfolio valuations, updating the client database, lodging new investment and insurance applications and ensuring that clients receive the best possible service from JSA.

    Outside of work, Zoe enjoys spending time with her husband and dog Lizzie, gardening and travel.