Moran Cree

Moran works in our Administration Team, and is involved in administration tasks for our financial planning clients.

As part of her role Moran attends client meetings to support our Financial Planners, ensuring that any follow up required for clients is delivered efficiently after the meeting.

Moran holds the Chartered Insurance Institute’s Certificate in Financial Planning, and is currently working towards achieving the Diploma in Financial Planning.

When Moran isn’t in the office, she enjoys meeting up with friends, going to the gym and visiting new places on her holidays.