Account Manager

Annie An

Annie

Annie commenced her tenure at CA Financial Services Group in February 2016, assuming the role of Account Manager. Her core duties entail supporting Financial Planners in the execution of new plans and strategies, as well as the continuous oversight of CA's client portfolio.

Annie holds a Master of Science, a Bachelor of Economics, and a Graduate Diploma of Financial Planning. She is committed to advancing her expertise within the Financial Planning sector through ongoing education.

Beyond her professional pursuits, Annie has a passion for global travel, having explored numerous countries worldwide. She also appreciates social outings with friends and indulges in the tradition of English high-tea.

  • annie@cafsg.com.au
  • 02 9955 7288
  • LinkedIn

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