Having graduated from Swinburne University with a Bachelor of Arts, Lauretta has enjoyed a full gamut of experiences and is the most recent member of the Accordius team. She comes with a passion for “getting things done”. Her past experience encompasses time with Link, one of the largest superannuation fund administrators in the country. There, she worked as a claims manager, a complex process, managing claims and dealing with clients at their most vulnerable time.
“Helping people at their time of need and managing an outcome acceptable for all I found very fulfilling and rewarding.”
This experience alone has fueled Lauretta’s thirst to understand keenly clients’ needs and approach issues with a problem solving mentality. Along with a desire to provide clients with the knowledge to make informed decisions about their finances is what is now driving Lauretta now to pursue a career in financial planning.
“I am currently studying a Graduate Diploma in Financial Planning at Kaplan ignited by working at Accordius and its client centric approach, at a time when the importance of financial advice is being increasingly recognised.”
Lauretta is already a valuable member of the financial planning team in her role as a Financial Advice Support Officer. She provides administrative support to Geoff and Jackie with a high level of care, detail and “a can do” attitude.
In Lauretta’s spare time. she enjoys spending time swimming, following the Matildas (Australian women’s soccer team), baking with her niece and learning to play chess – a game of problem-solving !
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