team moneymechanics

Executive Assistant – Katie Stuart

Katie is Scott Malcolm’s Executive Assistant based in our Canberra office.

Katie’s role is to provide Scott with administrative assistance on a day to day basis, ensuring the smooth running of the Money Mechanics office and in turn contributing to providing the best experience for you, our client.

 

Client Administration Team

Michelle Grace – Client Service Manager

Michelle comes to us with a solid background in Client Services and holds a Diploma of Financial Planning. Previously worked for small to large Financial Planning businesses.

Michelle’s experience includes Insurance, Investment & Superannuation together with excellence in client service – always seeking to exceed client expectations her strengths are attention to detail, communication and multi-tasking.

Michelle is based in the PATRON Adviser Support Team at the Sunshine Coast office and is part of the dedicated Client Services Team for Scott Malcolm and the clients of Money Mechanics.

Michelle’s role is to assist Scott with the day-to-day client administration within the business and to ensure the smooth running of the back office processes.

Outside of work, Michelle’s interests include photography, singing, writing and her latest project is renovating her home.

 

Leanne Stumer – Client Service Manager

Leanne has 28 years in Banking, Insurance, Retail sales and customer service to support her qualifications in Business Administration and Finance. She takes pride in being a customer service specialist who recently enjoyed roles in retention and sales team and frontline services.

Leanne is based in the PATRON Adviser Support Team at the Sunshine Coast office and is part of the dedicated Client Services Team for Scott Malcolm and the clients of Money Mechanics.

Leanne’s role is to assist Scott with the day-to-day client administration within the business and to ensure the smooth running of the back office processes.

In Leanne’s spare time, she enjoys being outdoors, camping and fishing, socializing with friends and family and playing Tennis.

 

Cathy Hough – Client Service Manager

Cathy has worked in the financial planning environment for over 10 years providing advisers and clients exceptional service to assist them to achieve their goals. Starting in an accounting practice, Cathy fell into financial planning and found her niche.

Her strengths include spreadsheeting, implementation and anything out of the usual together with business as usual.

Cathy is based in the PATRON Adviser Support Team at the Sunshine Coast office and is part of the dedicated Client Services Team for Scott Malcolm and the clients of Money Mechanics.

Cathy’s role is to assist Scott with the day-to-day client administration within the business and to ensure the smooth running of the back office processes.

Now that she is an empty nester Cathy is taking the opportunity to travel and enjoy time surfing and gardening and living the dream!