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Stephanie Siomos

Client Services Associate

About me

Following her involvement in Oak Financial Planning’s work integrated learning program with Monash University, Stephanie commenced her role at Oak Financial Planning in May 2017 as a Client Services Associate. Stephanie works alongside senior financial planner James Collie, assisting in the development and implementation of financial advice. Stephanie holds a Bachelor of Commerce from Monash University, majoring in both Finance and Economics, and is in the process of completing her Diploma of Financial Planning.