Amanda is a qualified pharmacist and entered the financial services industry in 2010.  She now fulfills dual roles with Majenda Financial as a financial planning assistant and office manager / administrator.

Her key responsibilities include:

    • Document management.
    • Set up of client superannuation and investment accounts.
    • Set up trustee companies and superannuation funds.
    • Executing signed off Statements of Advice and Records of Advice.
    • Processing insurance applications and claims.
    • Monthly and quarterly reporting to clients.
    • Office management and support