Danielle has worked in the finance industry for over 10 years’. Danielle initially joined Pinnacle as a Client Relationship Manager, which allows her to utilise her indepth administrative knowledge whilst developing new skills within the finance industry. Now studying a Bachelor of Business (Financial Planning), Danielle’s ambition to learn more sees her in a dual role supporting the paraplanning team, where she is now developing her knowledge in technical skills, investment research and the review preparation process.
Whilst Danielle provides outstanding support to her fellow team members, she also continues to add another layer of experience to the client service team and now the paraplanning team.
- 08 8312 0000
- dlong@pinnaclewm.com.au