Meet the Team / Charlene Boam

Charlene Boam

Charlene Boam - Paraplanner

Before coming into financial services I had experience in accounts which instilled within me excellent attention to detail and analytical skills. I have worked within the Financial Services for several years now and over this time I have progressed through experience and exams from Administrator to Paraplanner.

I work closely with both Andrew and Kerry in preparing client reports and tax calculations ready for their meetings.

Being based in the office and working closely with the Advisers, I also offer client support should you have any further questions or queries between meetings.