Erin Keane – Practice Manager | Head of Operations & Client Services

Erin believes in holistic, goals-based financial advice and has a passion for sustainable portfolio solutions, ensuring clients achieve their personal lifestyle and financial objectives. Erin has been working in the financial advice industry since 2008, gaining vast industry knowledge across strategic and investment advice, specific to retail and wholesale private clients. With proven experience in proactive client service and advice support, Erin enjoys building lasting relationships to improve client satisfaction and increase advocacy across the group. Erin holds a Bachelor of Business (Asia Pacific Studies and Economics), along with the Advanced Diploma in Financial Planning. Erin enjoys the company of family and friends, along with travelling to new places, with Egypt and New York being her favourite destinations.

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