Chloe Pownall
With a strong Accounting background, Chloe brings enhanced skills, accuracy to assist the advice team across all areas of the client experience.
Adviser Assistant
BAccWhat’s your background?
I’m a former tax accountant who decided financial advice sounded more interesting! I’ve also been a station hand and worked in contracting administration.
What do you enjoy most about your role?
I enjoy being able to help our clients by implementing the advice we provide efficiently and effectively, as well as working with our advisers to find ways to improve clients’ financial circumstances.
What qualities make you well suited to this position?
I’m detail-oriented, analytical and proactive, which suits my role down to the ground. I’m also a good communicator and work effectively with our team to provide our quality client solutions on a daily basis.
What do you love most about being part of Finlinx Wealth?
I love being part of a team that genuinely cares about clients and making positive contributions to their lives. I also really appreciate the open and collaborative culture we have where everyone is valued for the skills and personality they bring.
What do you enjoy doing outside of work hours?
Free time is scarce as I’m a part time cane farmer in addition to working at Finlinx – I do however like to improve my fitness and spend quality time with my partner.