Portfolio Administrator

Linda completed her Diploma of Financial Planning 2002 and Diploma of Financial Planning RG146 with Deakin University.

Linda has been in the industry for over 20 years, with financial planning studies along the way. She enjoys helping clients understand and get the most from their investments.

As our Portfolio Administration Manager, Linda uses the latest Administration & Reporting software to deliver our clients an investment administration service that is meaningful and cost-effective.

Linda reconciles our portfolios constantly to ensure transactions, cash account movements and processes have been implemented and recorded accurately and ready for quarterly reporting.

Outside of work, Linda’s main love is spending precious and priceless time with all of her children and grandchildren.