Stacee joined the JSA team in September 2017 and is a member of the Client Administration Team.
Stacee’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.
Stacee’s professional background has been in the Financial Services industry as well as Real Estate. Stacee has her Certificate IV in Finance and Mortgage Broking.
Outside of work, you’ll find Stacee tending to her many plants or tasting some of the many delights around Newcastle. And to balance out her love of food, she’ll be hiking the various trails in Newcastle and the surrounds.