Investor Services Team
A team that upholds excellence.
Jillian Lazzara
Investor Services Manager - Victoria & NSW
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Jillian has 15 years of experience working as a highly skilled business process analyst and project manager, primarily focused on relationship management.
Jillian’s key strength is her ability to build and enhance relationships with the firm’s existing and prospective investors, and she has a proven track record of outstanding client engagement.
Nicola Reeves
Investor Services Manager - Queensland
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Nicola has been working in the finance industry for over 25 years, with the last 17 years dedicated to private banking.
Her experience in both international and large domestic private banking offices has resulted in a keen appreciation for meeting the objectives of private wealth, which motivated Nicola to directly offer investors quality investment opportunities. In her spare time, she also volunteers as Treasurer for the Royal Queensland Art Society.