Audrey has over 20 years experience in financial services building strong trusted client relationships. She moved to Switzerland with her family in 2012, which has provided a personal understanding of the requirements of expatriates.
Passionate about client service, Audrey offers a wealth of local and financial experience, specialising in relationship building, and in working in collaboration with clients to ensure a personal effective strategy for future financial security.
Audrey is a member of Chartered insurance Institute(CII) and The Chartered Institute for Securities & Investment (CISI).
- International Certificate in Wealth and Investment Management
- UK Financial Regulations (IOC)
- Financial Planning Certificate
- Diploma in Finance
- QFA designation, National University of Ireland