Linda Serret

Linda holds a Diploma of Financial Planning and has had over 16 years’ in industry assisting clients. She has held previous management roles in Civil Engineering project management, Logistics and Purchasing & Supply.

Linda takes great pleasure in forming lasting relationships with our clients and being their reliable port of call for assistance. I manage all transactional requests for clients, research and administration for new business and reviews, compliance and a variety of other essential administrative tasks. I really like to look on the positive side and see the silver lining in almost anything. I bring this into relationships with clients and hope to make them feel a bit special and happier from our interaction.

Outside of work I really enjoy being at home and spending time with family. Enjoy getting outdoors into our large yard; and doing home renovations big and small. I love travelling and am in awe at how fun and beautiful the world can be, and how important it is to make those wonderful memories.

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