Felycia is an integral part of the Investment Options (Aust) team in her engagement as Personal Assistant to Frank Santagada CFP® Dip FP AFB C.Dec. She carries the responsibility of data collation and maintenance; implementation of investment strategies to completion; and general workflow within the practice.
Felycia has completed a Business Administration Traineeship and her innate organisational skills and articulate nature have ensured the integrity of Investment Options (Aust)’s work ethics since early 2016. Her experience has proven invaluable in assisting our valued clients with their investment and superannuation portfolios.
Felycia is committed to achieving and maintaining client satisfaction through effective execution of internal operations and procedures, whilst ensuring effective communication.
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).