Olivia Chang

Olivia Chang is a seasoned professional in client relationship management with extensive experience in the financial services sector. Currently serving as a Client Relationship Manager at Shadforth Financial Group Ltd since November 2021, Olivia oversees client interactions, database management, and documentation preparation, ensuring timely implementation of client recommendations. Previous roles include Administration at Strategic Financial Solutions, where Olivia managed client accounts and provided investment solutions, and Financial Planning Administration Assistant at Wilson Pateras, focusing on database management within the XPlan environment. Olivia's background also includes significant administrative and accounting roles, as well as educational experience as a Trainer's Assistant, coupled with a strong academic foundation in financial planning and accounting.