You’ll speak to me first.
My role is to support our clients as a first point of contact, so you’ll probably speak to me a lot.
I’m also a key support for the team, so they can provide support to you throughout the year.
This means keeping the back office organised is my domain. I make sure that information is exactly where it should be.
I love being organised.
Why is why I’ll be helping you get prepared for your quarterly meetings, audits and any other important licensee meetings.
Having the right paperwork, or knowing where to access it, will always make sure things go smoothly and stress-free.
I’ll also be available to help you with our portal or get a time in the diary with the team if needed.
"Keeping the back office organised is my domain. I make sure that information is exactly where it should be."
Angie Giacomantonio, Business Manager
A little bit more about Angie...
Impressive credentials
I like to think I have quite a few impressive credentials, but these are the most important to you:
- I have a Business Diploma
- Having worked in financial services since I was 16 (over 15 years), is where my real experience and knowledge lies
- My skills lie in being a stickler for organisation and keeping people inline
- I'm actually the organiser in the office and make sure that we keep the complicated, uncomplicated
A bit of balance
I have been described as a 'corporate hippy', so when I'm not keeping everyone in line at the office, you can find me:
- Spending time in my veggie gardening, buying organic produce and researching a sustainable and minimalistic lifestyle
- Spending time at the park with my daughter as Chief Swing Pusher
- Cooking – Gluten-Free cooking in the Thermie is my thing
- Enjoying pilates, yoga, reading and get out into nature with friends
What you don't know
There are some interesting facts you are unlikely to know about me.
- I was a Contemporary dancer as a kid - my whole family are ballroom/salsa dancers, 3 in the USA
- Participated in a state Japanese speaking competition in primary school - and won!
- I used to work with corporate sponsorships and run events with Olympians and athletes - got to sing karaoke with some of the Gold Coast Titans
If you'd like to find out more about how Angie and the team can help your organisation, then get in touch by booking a call for a discussion.
Having known Rhett and his team for many years, when we decided to get our own AFSL we immediately engaged him for both establishing our AFSL and also the ongoing compliance work. The quarterly meetings, together with 4 audits per year for each of our AR’s is integral to us in ensuring we remain at the top of our game from a compliance point of view. Whenever we have a question or need a policy updated the team are quick at responding which is so re-assuring that we have them covering our compliance, it’s one less thing to worry about when running a business and AFSL.
Jenny Brown
JBS Financial Strategists
MTIS Private Wealth was established in 2015 and is currently the licensee to a number of authorised representatives. Our business provides financial advice and general advice. It became evident that due to our complex structure which includes advisory services, media services and separately managed accounts business, a stringent compliance regime needed to be in place. We were referred to Integrity Compliance and came to the quick realisation that the team at Integrity Compliance were just what we needed. Their experience was essential in ensuring we remain compliant at all times. Rhett has been at all times available to us in the event we need to run things by him and always happy to assist. Integrity Compliance are a terrific support to the management of MTIS Private. Since engaging Integrity Compliance, we have been able to focus on growing the business with the full confidence that the team stands beside us in meeting our compliance obligations.
Anna Garuccio
Director, Investment Strategists (MTIS)
We have been working with Rhett and iCompliance now since 2016, since we decided to pursue the idea of obtaining our own Australian Financial Services license. Rhett helped us through the process of applying to ASIC for the license and was with us every step of the way until our license was granted and now, iCompliance continues to assist with our ongoing compliance position. The superior knowledge of the law and compliance that Rhett and his team have gives me comfort every day knowing that we are in the right hands and are proceeding down a path that is going to keep us out of trouble and ensure that we always maintain our documentation and compliance to the highest standard of legal, compliance and regulation.
There is never a question that Rhett and the team don’t know the answer to or can’t find the answer to. These guys are an amazing resource to have in your corner. iCompliance makes compliance a breeze with the proactive and innovative approach that Rhett and the team take. I feel in very safe hands with iCompliance.
Footnote: not to mention Rhett is a really top bloke who I’m sure anyone would be happy to call a mate.