Reyna joined CA Financial Services Group in July 2014, assuming the role of Account Manager. With more than four decades of dedicated experience in the financial services sector, Reyna enriches the CA team with extensive knowledge and expertise. Demonstrating a steadfast commitment to enhancing the client experience, Reyna consistently upholds professional standards and strives to
After commencing her tenure with AMP in 1978, Reyna advanced through various roles within the organization until her departure in 2001. Her experience spanned multiple divisions, encompassing sales support, operational management, training and development, and risk insurance. Following her tenure at AMP, Reyna joined Colonial First State and subsequently IPAC, serving as Senior Support for Regulatory and Technical Services and Senior Client Relations Consultant, respectively. She later returned to AMP before transitioning to in-house financial advice with the CA team.
Reyna holds an Advanced Diploma of Financial Planning and specializes in the technical aspects of managing client relationships, particularly for pre-retiree and post-retiree demographics. Her expertise includes research, strategic planning, and plan implementation. She is highly regarded for her comprehensive knowledge of Centrelink regulations, which greatly benefits our CA clients. Additionally, Reyna has pursued her interest in psychology and personal development, earning a Diploma in Counselling Skills.
Outside of her professional endeavors, Reyna enjoys theater, concerts, spending time with friends and family, exploring wine and food, sailing, and discovering new travel destinations.
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