Jane Maximo

Jane Maximo is an accomplished professional with extensive experience in the financial services industry. Currently serving as a Broker Support Analyst and Advice & Compliance Specialist at Haven Accountants & Financial Advisers since November 2019, Jane is responsible for onboarding new advisers, ensuring they meet competence criteria, and managing the Quality Assurance Program. Prior roles include Administrative Manageress at The Wealth Strategist, where Jane handled general reports and client lists, and Portfolio Administrator at N-e-FG Wealth Solutions, focusing on client contact and maintaining client records. Early career experience includes a Front Desk Receptionist position at Nefg and a waitress role at The Beach House.