Client Services Associate
Sophie’s extensive career spans 42 years working with CBA, 22 years of which were with CBA’s Private Bank. There she managed a portfolio of ultra and high net worth individuals providing lending and wealth creation strategies. During this time, Sophie was also exposed to her clients’ structured philanthropic giving and many charitable endeavours.
A change in career led Sophie to APS in August 2019, where she started as a senior administration officer, finding many similarities with her previous role. Sophie’s deep expertise of working with a comparable client base has also allowed her to progress through the business, serving in the role of administration team leader for more than three years between 2020 and 2023.