Alice Jamieson BA (Hons)

Client Services Coordinator

Alice is a Client Services Coordinator and joined Attivo Financial Planning in 2018. Alice is responsible for assisting the team in developing and maintaining relationships with private clients. Her core responsibilities include arranging initial financial planning meetings for our new clients and annual financial planning reviews for our existing clients. Alice and the rest of the team serve as the initial point of contact for clients and are always happy to answer any questions clients may have.