Cassandra has had over 10 years’ experience in the Media and Marketing industry however decided to move into the exciting world of the Financial Planning profession and joined the JSA Client Administration team in September 2023.
Cassandra’s role at JSA is to assist 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/ insurance applications and ensuring that clients receive the best possible service from JSA.
Outside of work, you’ll find Cassandra being very active; by going to the gym, attending pilate classes and walking up to 60 km’s per week around Newcastle’s beautiful beaches and the Harbour foreshore.
