In our company we have assembled only certified and experienced employees
who stand behind their promise to deliver quality services
With legislation in the financial planning industry constantly changing, when it comes to providing quality advice, even the most experienced advisers need support to address some of the more complex and specialised client needs. Securitor’s Technical Services Team is a dedicated team of qualified experts providing research and assistance in more complex and involved cases.
Sofa Santagada C.Dec Sofia’s assignments are that of office and lending support; compliance; and the realisation of essential Investment Options (Aust) general operational procedures. Over the years Sofia has gained extensive knowledge of all aspects relating to administration within a financial planning firm. She is responsible for ensuring the practice is following correct procedures and […]
Having recently completed a Business Administration Traineeship, Felycia is the newest member of the team and will most likely be the smiling face that greets you at our office. Passionate about working in a close-knit team, Felycia brings a motivated work ethic; dedication to customer service; and friendly professionalism to Investment Options (Aust). Felycia provides […]