Personal Assistant to investment advisory team

Di Brozek

Di Brozek

Di is a seasoned professional with a rich background in financial planning and administration, known for her exceptional efficiency and meticulous attention to detail.

 

With over two decades of experience in the financial planning sector, Di has honed her skills in client administration and advice implementation, ensuring smooth and efficient operations for the Investment Team.

 

In her pivotal role supporting Nathan Foss and Nick Burke, Di excels in managing client relations and seamlessly implementing investment strategies, contributing significantly to the team's success.

 

Outside of the office, Di's passion for community shines through as she actively volunteers at local soccer, netball, and motorsport clubs, supporting her family and connecting with the community. Her love for travel and scrapbooking reflects her adventurous spirit and her appreciation for capturing and preserving memories.

 

Di's unwavering commitment, both to her work and her community, makes her an invaluable member of the Investment Advisors team.