She works closely with the client services team to develop and maintain relationships with existing clients and intermediaries.
Serene transferred from the trust department to client services in 2017 to develop and grow Equiom’s portfolio of clients. She has over six years' of financial services experience, having worked at global and regional banks in business development and wealth management.
Serene joined Equiom in 2016, following the acquisition of Heritage Trust Group.
Serene holds a Bachelor of Commerce Degree in Investment and Corporate Finance from the University of Western Australia, and she is also a member of the Society of Trust and Estate Practitioners (STEP).