In November 2015 Raegan joined the business after having served in a similar capacity with a large, local accounting practice and also with a stockbroking company.
Raegan has the important role of being the first point of contact for both new and existing clients making contact either by telephone or calling into the office. Her professional and friendly manner make her ideal for this position.
Raegan is the person responsible for organising all the client annual reviews and ensuring the client database is up to date at all times. Raegan is also involved in the task of internal compliance and will therefore always ensure the client files include all the appropriate documents and are always able to be presented for compliance audits.