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Laura Petin

Client Service Officer

Dip: Prof Cert in Mgmt, Cert IV

Laura Petin is an experienced financial services professional with a strong background in client services, business operations, and compliance within the financial advice industry. She has worked across financial planning practices supporting clients through every stage of their advice journey, from onboarding and administration through to portfolio reviews, reporting, and ongoing service management. With a wealth of experience spanning financial services in Australia and the United Kingdom, Laura combines technical knowledge with a genuine commitment to delivering exceptional client experiences. Her attention to detail, strong organisational skills, and focus on building trusted relationships help ensure clients receive a seamless and professional service.

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