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Katie Garland Cert PFSAdviser and Paraplanner Katie joined Citimark in 2002 after several years of customer problem solving for AXA Sun Life, ZIFA, Lincoln Life and Swiss Life. She is also experienced in the administration of discretionary investment management and prior to her time in Financial Services she was in the personal tax department at Ernst & Young. Katie provides reports and product research for the Directors, although her role also includes ensuring that product providing companies and other third parties exceed their service standards when dealing with our clients. Katie holds the Financial Planning Certificate.
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Mark Scobie Dip PFS