Zoe Vincent
Operations Manager
"Helping our clients manage their financial life can be challenging. Trust and responsibility are two key values required to effectively do this, and two I believe I can promise to our clients."
My Short Story
Zoe joined our client services team in July 2015.
In 2021, we were thrilled to appoint Zoe to the role of Operations Manager where she uses her exceptional skills to improve our client management processes, oversee the client services team and assist with projects in maintaining marketing and our AFSL.
With a strong focus on process through the use of technology, Zoe is an integral part of ensuring our clients are best placed to succeed financially throughout life.
Outside of work, Zoe enjoys riding her horse, Ollie, and going on adventures with her two dogs Duke & Daisy.