A dedicated Client Manager, Tristan excels in cultivating strong relationships with clients and understanding their unique financial goals. With six years of experience in customer service, business development, and finance, Tristan serves as a primary point of contact – facilitating effective communication with Clear Sky Financial Advisers and ensuring clients’ needs are met.
Currently pursuing a Bachelor of Building Science with a focus on Project Management and Sustainable Development, Tristan combines his academic knowledge with real world experience. Over the past five years, Tristan’s ability to deliver outstanding customer experiences has seen him earn a number of awards of excellence.
Tristan is particularly passionate about financial literacy and deeply committed to supporting clients along their financial journeys. He takes time to connect with clients to understand their objectives, and then works closely with our Financial Advisers to ensure the advice developed is tailored to each client’s individual situation.
Outside of work, Tristan prioritises family and personal growth. He cherishes moments with loved ones and creating special memories while exploring new cultures and experiences through travel. In addition to his formal studies, Tristan is dedicated to self-improvement, balancing his time between reading and training to enhance his professional skills, and enrich his personal life.