Our dedicated Client Service Team works in conjunction with your Adviser to assist with the implementation of your approved advice, and provide ongoing administrative support for our clients.

Jin Wei Shi Jin joined Portfolio Managers in 2006, and is currently the company's Paraplanner. He has completed his Bachelor of Economics, and is studying towards his Advanced Diploma of Financial Services (Financial Planning). He has been working in the financial service industries since 1997, both in Melbourne and overseas. Jin is married and has a seven year old son.
 

Filiz Kaya Filiz joined Portfolio Managers in 2008. She has completed her Bachelor of Business Administration and is studying towards her diploma of Financial Services (Financial Planning). She has been working in the financial services industries since 1998, both in Melbourne and overseas. Filiz is married.
 

Keith McDermott Keith joined Portfolio Managers in 2008 after completing an Advanced Diploma in Accounting, as well as a bachelors degree in Commerce, majoring in Accounting, Finance and Financial Planning. He has previously worked in the banking sector, the public sector, and as a labourer. Keith is married and has a three year old son.