Peta Ryan

CLIENT SERVICES OFFICER - IPS FINANCIAL SERVICES

Peta joined International Professional Services in August 2019 as our Client Services Officer.

With a strong motivation to succeed, Peta provides a mature and professional approach to our client’s needs helping to nurture successful relationships by providing superior end-to-end client services. With a positive and dynamic personality, Peta enjoys working in the financial services industry and has a desire to complete her Financial Planning studies to become a paraplanner.


Qualifications

  • Diploma in Business
  • Diploma in Community Services
  • RG146 Compliant on Financial Planning Fundamentals
  • RG146 Compliant on Insurance and Risk Protection

Areas of expertise

  • Compliance Matters
  • Personal Risk Insurance Products
  • Statement of Advice Preparation
  • Research
  • Assisting with recommendations for Superannuation, Retirement, Investing and Risk Protection
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