Operations Team - WealthSure Pty Ltd
Elizabeth Buckley - Office Manager
Liz has been with WealthSure since 2001 and is responsible for the Adviser Services and Commissions department. Liz processes all commissions received and ensures that they are paid on to our advisers in a timely fashion. Liz liaises with fund managers to ensure that all commissions are processed and handles commissions queries from our advisers.
Liz is also responsible for our Adviser Services department, and ensures that all new advisers are licensed with WealthSure efficiently.
Lisa Chapman - Executive Assistant
Lisa is the Executive Assistant at WealthSure and provides direct support to the CEO Darren Pawski, The Management Team and also works very closely with the WealthSure Compliance Team. Lisa has been employed with WealthSure since April 2011 and previously worked for Professional Investment Services as the Office Manager/Business Support Officer.
Lisa holds a Certificate II in Business Studies and hopes to further develop herself in the areas of Financial Services and Business Development.
Kristina Pedersen - Adviser Services Supervisor
Kristina has been employed with WealthSure since 2009 and is responsible for providing administrative assistance to all staff at head office. Kristina is also responsible for licensing new advisers and ongoing adviser service queries. In addition, Kristina assists in the compliance department, following up ongoing training and various outstanding compliance requirements.