Head of Client Services
Tulia has 13 years’ experience working in the financial services industry. Tulia had previously excelled in administration and implementation management roles with her keen eye for detail and accuracy.
In her role of Head of Client Services, Tulia with her team pride themselves with timely advice implementation including strategy and investment execution for our clients. Tulia has a strong background in Superannuation, Investments and Financial Planning and has experience implementing complex advice with multiple strategies and entities.
Tulia’s Industrial Engineering degree has helped her to focus on continuingly improving processes, maintaining records in a structured way and delivering exceptional customer service,. Tulia is very passionate in doing the right thing and assisting the advisers in helping clients to achieve their goals.
In her free time, Tulia enjoys being active and time with her family.
Our directors and senior management have over 80 years of collective financial services industry experience.
To book your complimentary initial consultation with a Crystal Wealth professional, contact us today.