Lynne Davis
Lynne has worked in the financial services industry for 15 years, bringing these client service skills and capabilities to Finlinx Wealth in late 2018.
Office All-Rounder
What’s your background?
I have over 15 years’ experience working in the Financial Services Industry in first point of contact roles. Prior to that I worked in Banking in a branch and later as a Training Instructor in the bank’s Training Department.
What do you enjoy most about your role?
I enjoy speaking to clients and ensuring they either speak to their Financial Adviser or redirect their enquires to other members of the team who are best suited to help them. I enjoy the variety of tasks in my role and the fact that no two days are ever the same.
What qualities make you well suited to this position?
I have a passion for client service and enjoy building professional relationships with our clients.
What do you love most about being part of Finlinx Wealth?
Our Advisers ensure that each client and each staff member is treated personally, respectfully and professionally. That personal, respectful, professional treatment is the Finlinx culture and it makes working with the team an enjoyment. Finlinx Wealth is like a second family.
What do you enjoy doing outside of work hours?
I am a contemporary Pine Needle Basket Weaver. I display and sell my vessels at Artspace Mackay. I also enjoy 4WD and camping with my husband.