Michelle joined JSA Group’s Client Administration team in May 2018. She has more than 20 years’ experience in the financial services and banking industry.
Prior to JSA, Michelle worked in similar roles in the financial services industry. This experience places her in an effective position to understand the individual needs of clients and financial advisers.
Michelle’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.
Originally from Sydney, Michelle lived in London and Scotland before settling in Newcastle. She enjoys hiking and yoga and will usually be at the beach on the weekend with her husband and daughter.