Our Client Service Support
Our team consists of Lisa De Nobrega, Roselle Donegan, Eugenie Petrova and Manraj Rai.
SENIOR CLIENT SERVICE SUPPORT
Lisa De Nobrega
Lisa joined Burlington Associates Limited at the very beginning and provides first-class administration support to several of our advisers. She also takes administrative responsibilities for our Fees and Commission’s department.
CLIENT REVIEW SUPPORT
Roselle Donegan
Roselle has been with Burlington Associates since 2021 and has been tasked with the responsibility of managing our ongoing client review service ever since. This role involves the collation of client information and subsequently producing our annual review packs in readiness for presentation by our advisers. This work utilises Roselle’s numeracy and literacy skills as well as her attention to detail.
PARAPLANNER/CLIENT SERVICE SUPPORT
Eugenie Petrova
Eugenie has been working within the financial services profession since 2000 with international experience across wealth management, private banking, and corporate finance. She is currently progressing toward the Diploma in Financial Planning with the Chartered Insurance Institute, having completed R01, R02, and R05, and is preparing for R03.
CLIENT SERVICE SUPPORT
Manraj Rai
Bio to be uploaded soon.
Our Team
Senior Management
Financial Planners
Mortgage Advisers