Liezel Velmonte

Client Services & Administration Officer (CSAO)

Behind every smooth client experience is someone keeping the moving parts in order. That's where Liezel Velmonte comes in.
Liezel Velmonte

As a Client Services and Administration Officer at UNICA, Liezel keeps things moving behind the scenes so clients and advisers alike feel supported at every step. She coordinates client requests, prepares documents, and manages the day-to-day administration - the small details that are easy to overlook and quick to notice when they're missing. It's work that draws on four years across financial services and finance roles.

I enjoy being someone the team can rely on, knowing the work I do helps make things easier and less stressful for clients.

Ask her what she values most and it's exactly that: being dependable, and seeing her work take the pressure off the people around her. No two days look the same, which suits her - there's always something new to learn, a problem to solve, and people to work alongside.

When she's not at work, Liezel is usually outdoors with her partner and their dog, finding new trails, taking road trips, and camping whenever the chance arises. Slower weekends are for cooking, gardening, and reading at home, enjoying a quieter pace away from the busy routine.

Corporate Authorised Representative of SGN Financial Pty Ltd ABN 40 120 395 904, AFSL 490523. Liability limited by a scheme approved under Professional Standards Legislation.

Corporate Authorised Representative of SGN Financial Pty Ltd ABN 40 120 395 904, AFSL 490523. Liability limited by a scheme approved under Professional Standards Legislation.

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