A valued and highly regarded Client Manager, Phoebe brings over six years of comprehensive financial services experience to her role. Her expertise integrates elements of economics and finance – spanning investment research, paraplanning, retirement modelling, compliance, as well as risk management.
Phoebe’s unique career journey includes a background in graphic design and customer relationship management, with her current focus firmly on financial services. Her diverse skill set, coupled with a passion for fostering customer relationships, positions Phoebe as a pivotal asset to Clear Sky Financial clients.
Her exceptional dedication to client service is evident in her proactive approach to personal and professional growth. Currently pursuing a Bachelor of Applied Finance, Phoebe excels in analysing financial data and studying economic trends. Her commitment to personalised service and outstanding communication skills enables her to connect with individuals on a profound level, driving positive outcomes and empowering her clients throughout their financial journeys.
Outside of the office and when not buried in her financial studies, Phoebe is an enthusiastic and talented barre, mat, and reformer Pilates instructor. She also enjoys spending time at the beach with Gypsy, her Border Collie-Kelpie fur baby, as well as embarking on 4 x 4 camping adventures with her partner and friends.
Considering financial advice but unsure where to start? At Clear Sky Financial you’ll receive an obligation-free statement of advice upfront, detailing strategies, costs and benefits before you make any commitments.
That’s right, you’re in the driver’s seat. You only pay if you choose to proceed. No worries and no cost if you decide otherwise. We believe in getting you on the fast track to financial success, and it doesn’t get any easier or more accessible than that.
The team at Clear Sky Financial are extremely good at what they do and their customer service is amazing.
We have seen a number of financial advisors over the course of our working life and we can finally say we have found the perfect fit. Dominic has given us confidence in our end goal which is to retire at 60 and to be setup to lead a very comfortable life.
They were brilliant in going through the details in a manner I could understand easily.
Excellent service; great knowledge and easy to work with. Highly recommended.
Dominic did a full review of my current finances and was able to identify a number of areas that needed improvement. I like his straight forward approach, the advice was intelligent and he communicates well.
Being a new client, so far Dominic and the team have been nothing less than fantastic, very friendly, helpful and positive towards my financial future, looking forward to a great working relationship between us.
Easy to communicate with, I am excited to work with the company. Friendly service.
Very professional and friendly company. Had a few questions that they answered very quickly. Dominic, Jenna and Natalie are fantastic.
Very helpful. Very friendly. Very happy with the service I have received. Feels like they are on your side.
Have been an absolute blessing for my husband and I. A very considerate and friendly team that do all the little extra things that a lot of modern companies don't bother with. Have made our life much easier and have put our finances in excellent order.
