
ADMINISTRATOR
OXANA PERTU
Office Location
Hertfordshire
I joined DGS in April 2025 as an Administrator, working closely with Chartered Financial Planner Ginette Kennedy.
In my role, I handle client communications and ensure that all records are accurate, organised, and up to date. I also provide administrative support to Paraplanners Adam and Lilly, assisting them with a wide range of day-to-day tasks.
My responsibilities include maintaining client files, liaising with providers, and compiling pension and investment information in preparation for clients’ Annual Review meetings.
I am passionate about delivering reliable, well-organised administrative support, helping to create a smooth and positive experience for every client while enabling my adviser to focus on developing personalised financial plans tailored to their individual needs.
