Meet Rodelyn

Rodelyn Cabrera

Client Services

I’m your reliable and optimistic Client Services expert who will make sure that all of your concerns are addressed, any action items within our Insurance and Super Inboxes are actioned for you, and your plan preparation forms are implemented – all with a smile that will make you smile, too.

As a motivated achiever with a penchant for leadership, I’m a licenced teacher with extensive experience in customer service. I have spent most of my adult life serving in the local government, supporting my family and being a consistent performer in my career, where I discovered that my true passion is helping people achieve their goals.

As your Client Services professional, I’m here to help you across every step of the journey, making financial planning a memorable and fun experience for you. Given that handling finances can be complicated, I aim to facilitate financial success with my strong communication skills, years of expertise and positive attitude.

When I’m not busy at work, I take the time to volunteer for Youth Development causes – making a difference, one step at a time. I am passionate about everything I do, so you can always trust me to go above and beyond in supporting your financial objectives.