Alicia has worked in the financial services industry for over 17 years. Starting her career with an investment company, she gained a wealth of experience in managed funds, deceased estate administration and credit union services.
After working in a stockbroking firm and wealth management companies, Alicia has developed her extensive knowledge within share portfolio and self-managed super fund administration as well as maintaining capital gains tax records.
Alicia is responsible for the day to day running of our office including maintenance of company ASIC registrations, attendance to ATO amendments, lodgements, assessments and correspondence, Xero assistance and audit insurance policies.
When not at the office, Alicia can be found cheering on her son, Zack, at one of his sporting matches or doting over her daughter Zara.
Qualifications & Memberships
- Certificate IV in Financial Services