Charmaine specialises in:
- •Client relationship management and retention
- •Preparation of client review packs and meeting summaries
- •Coordination of financial transactions, including contributions, withdrawals and rollovers
- •Workflow management and process improvement
Charmaine Stutchbury
Client Services Manager
With more than 20 years of experience, Charmaine is a Client Services Manager dedicated to delivering exceptional client service and supporting the provision of high-quality financial advice. She plays a key role in ensuring a seamless client experience, from coordinating reviews to managing documentation and financial transactions.
Her expertise includes client relationship management, workflow coordination, superannuation, investments, and compliance. Known for her organised, client-focused approach, she is committed to making every stage of the advice process efficient and professional.
Outside of work, she enjoys spending time with her husband, children and granddaughter, walking her three dogs, taking short getaways, and cheering on the Penrith Panthers.