Dear <<First Name>>,
New Associate Director joins AAG
AustAsia Group are pleased to announce that Denise Locantro has joined our business as Associate Director, Wealth Management.
Denise brings to the group indepth experience in Portfolio Management, Stockbroking and Investment Advice after 10 years at Patersons Securities (and 23 years in the stockbroking industry).
She has decided after a long stint in the stockbroking industry that she would like to take a more holistic view of clients’ needs and outcomes, and not just investment management and investment advice.
She is accredited in Financial Planning and Wealth Creation, Securities, Superannuation, Margin Lending, Level 1 Derivatives and Managed Investments. Her professional memberships include Senior Associate of FINSIA.
Denise’s role is to assist clients with their overall financial and personal needs, which include investments, superannuation, estate planning and overall advice. She will be working alongside Simon and Syd and Jeanette and the rest of the team to assist clients with their financial future.
If you have any queries in relation to investment or superannuation, please feel free to contact our Client Services team on (08) 9227 6300 or email us at email@example.com.