Financial Services Officer | MMT Financial Solutions
Daisy joined MMT Financial Solutions in October 2015 as a Financial Services Officer. Daisy provides the financial advisor with support in administration and continually reviewing financial plans for clients. Daisy’s motto is KISS (Keep it Simple, Stupid) and she prefers thinking straightforward and simple. She recognises keep everything simple is the most efficient way in her professionalism.
- Bachelor of Business (Accounting and Finance) (University of Technology, Sydney)
- Master of Financial Analysis (University of New South Wales)
Daisy commenced her career in financial services in 2009 in Hong Kong and Australia after graduating from university, mainly in banking and financial planning industries. Daisy has more than five years work experience in customer service, administration, financial planning and payroll aspects. She is working towards the Diploma of Financial Planning.
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