We are pleased to launch our new website. Clients can seamlessly access the portal by clicking on the login button located at the top right-hand corner for desktop and left-hand corner menu for mobile.
Lycinda Steen
Adviser Support
As an executive assistant Lycinda passionately supports clients through their money journey alongside our advisers. She can assist with appointments, administrative and client service requests, preparation of advice documents and implementing your advisers’ recommendations and reviews.
She is a Justice of the Peace and holds diplomas in human resources, business, management and financial planning.
Lycinda has been in the financial services industry since 2015 and has worked very closely with clients from all backgrounds. She understands the importance of financial security and freedom of choice to live the life they deserve.
Outside of work Lycinda is a book loving, pottery creator who loves spending time at the beach with her family.
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