SEAGRIMS - Key Persons
Anna commenced her role in 2006 and as our Senior paraplanner Anna is responsible for the preparation of complex advice documents and management of systems and processes.
Job Titles:
- Adviser
- Senior Financial Advisor
Anne Marie established Seagrims in 1987 and is a Senior Financial Planner who is dedicated to her staff and clients.
Danielle commenced in 2012 and is our internal accountant responsible for managing the finances.
Job Titles:
- Adviser
- Senior Financial Advisor
Kristen commenced her role in 1998. Kristen loves looking after her clients and has helped shape our business into what it is today.
Job Titles:
- Adviser Management Officer
Mel commenced her role in 2015 and is responsible for the smooth running of client services.
Peter started at Seagrims in 1984 and is still involved in the management of the business.
Job Titles:
- Senior Adviser Management Officer
Tiana commenced her role in 2010. Tiana keeps a tight rein on processing of new business and processes.