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Andrea Evans
How long you have been in the Financial Planning Industry
I have been in the Financial Planning Industry since 2007 and have found it to be interesting, challenging and very rewarding.
Qualifications
I have completed Certificate 3 in Business and recently commenced the Diploma of Financial Services.
Goals
My Goals are to be known at MTP as a trustworthy and efficient support staff member to our Financial Advisors in which clients feel that they have confidence in me to assist them with their journey.
Your role & how your role is important to MTP
My Role is a processing officer and I am a valuable asset to MTP, this is because I ensure that all lodgements are completed in an efficient time frame, I also communicate with our clients to keep them informed of what is happening with their requests. Here at MTP we value our clients and I as a processor want to provide you with the best quality of service.
Personal interests
My favourite interests are Shopping, Socialising and learning new things daily
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