Renee Rocca - Client Services Officer

 

Renee is part of the Plan 4 team who merged with Y Partners in 2022. She has previously worked with Jade Eley at Plan 4 since 2015.

 

She has been in the financial services industry since 2013, providing quality customer service and administrative support to advisers. Renee implements all areas of advice recommendations and provides a high level of client support when handling transactions for clients. 

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Outside of work she enjoys spending time with family and friends, getting outdoors an enjoying the sunshine - especially at the beach!

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Qualifications

Diploma of Financial Planning