Financial Foundations

Casey Woods

Client Experience Services

Casey has been working in the administration field since 2018. Casey started out in a receptionist role where she was able to develop and build on her fantastic customer service skills, she has now transitioned into a Client Experience Services role directly assisting advisers and clients.

Casey is friendly and continuously goes out of her way to ensure all client inquiries are attended to in a timely manner.

In Casey’s spare time she loves getting together with friends for lunch, going out for day trips on the weekends, camping, catching up on Netflix Series and completing various crafting activities.


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