Toni has been with Guide Financial since 2016 and uses her experience and knowledge to provide our clients with a high level of client service. With her qualifications. Toni is of great support to our advisers, Brad and Marc.
She has jumped into the work and culture at Guide Financial with a contagious passion. In addition to her normal client service officer duties, Toni fulfils a supervisory role to monitor workflow and a workplace focused on continuous improvement to ensure client service standards are exemplary. Her organisational skills and interpersonal skillset have helped engage both clients and team members alike.
Her Best Financial Advice
“Treat others the way you want to be treated. – It’s not just financial advice but life advice.”
Toni finds working in the Guide team to achieve common goals for the business and in the best interests of clients highly rewarding. She especially enjoys organising and participating in team training and collaboration days as she enjoys the interactions and being able to support others to do things better in both their personal and professional lives.