Our Customer Service

OUR CUSTOMER SERVICE

Our client service staff have several years experience in the financial services industry.  Their technical and administrative knowledge enables them to handle almost any query you may have, and can be your first point of call when contacting our office.

	Carla Davis - Client Services Manager Carla has worked in both banking and financial services industries since 2003 and joined Explore Wealth Management in 2010. Carla provides high level administrative support to the Financial Planners.
	Leonie Oosterhuis - Paraplanning & Admin Manager Leonie has worked in the financial services industry since 1997, and commenced with Explore Wealth Management in January 2003. Leonie oversees the smooth and compliant operation of our back office team. Leonie currently works part time, balancing her work with her young family.
	Terri Brandis - Lending Client Services Terri has worked in the mortgage industry since 2007, and joined Explore Lending Solutions in 2009. Terri provides a high level of adminstrative support and service to the mortgage consultants and clients.