Lexie has been working in the accounting industry since 2008, coming from 17 years in retail management. She joined the Shepparton Financial Planning team in 2011. Lexie has a Certificate IV in Business Administration and a Diploma of Financial Planning.
Lexie's role is to assist the advisers by preparing advice documents, supporting documentation, and researching financial products. This ensures that the clients of Pinnacle Financial Planning are provided with the optimum level of financial service and advice
Qualifications: Dip FP