Isabel Chalmers
Senior Associate
Location
Sydney
Isabel joined Asteri Asset Management in June 2024 and works as an Associate with Adviser Grant Stevenson
Isabel has over 20 years experience in the financial planning industry commencing straight after business college and she has worked in client service roles with varied duties over the years.
Isabel has worked with Grant Stevenson of Stevenson Wealth Management for 16 years broadening her skill set to manage the service requirements of their clients and completing comprehensive advice documents and paraplanning and has now moved with Grant to Asteri Asset Management.
She loves being organized and providing clients with efficient service and assistance and believes the trust clients place on us is key to our success.
In her spare time Isabel enjoys spending quality time with family and friends, reading, painting and music.
Location
Sydney