Cliff

Thant

I joined the team at the beginning of 2025 as an intern while completing my double degree in Applied Finance and Actuarial Studies at Macquarie University, and have since continued in a part-time role with the Implementation team.

In my role, I assist in implementing insurance recommendations, liaising directly with clients and insurers to ensure policies are established accurately and efficiently. I also manage transaction processing, coordinate instructions, and support reporting and systems to ensure client strategies are executed smoothly and in line with their objectives. My focus is on precision and reliability, providing clients with confidence that the operational aspects of their financial plans are handled professionally.

I grew up in Sydney, and outside of work I stay active through basketball, spending time with family and friends, and travelling whenever possible. Experiencing new places provides fresh perspective and energy, which I bring to both my professional and personal life.