Lori Chappel
Head of Advice Operations
Connect
Lori’s combination of technical expertise and passion for helping clients saw her career evolve from many years as a Private Wealth Adviser to leading and developing teams, working to drive continuous operational improvement.
As Head of Advice Operations, she collaborates across teams and external business partners to design and implement compliant process and procedure efficiencies that enhance Advice Delivery whilst ensuring an exceptional client experience.
As Head of Advice Operations, she collaborates across teams and external business partners to design and implement compliant process and procedure efficiencies that enhance Advice Delivery whilst ensuring an exceptional client experience.
Areas of expertise
- Leadership
- Strategy
- Stakeholder Engagement
- Compliance
- Collaborative Practice
Lori Chappel loves
- Making memories with family & friends and Frankie, our beloved cavoodle
- Summertime swims and catching waves at her favourite Aussie beaches
- All sorts of music and creating a playlist for every occasion
Qualifications
- Bachelor of Science (Psychology)
- Master of Industrial Relations & Human Resource Management
- Advanced Diploma of Financial Planning (Kaplan)
Areas of expertise
- Leadership
- Strategy
- Stakeholder Engagement
- Compliance
- Collaborative Practice
Qualifications
- Bachelor of Science (Psychology)
- Master of Industrial Relations & Human Resource Management
- Advanced Diploma of Financial Planning (Kaplan)
Lori Chappel loves
- Making memories with family & friends and Frankie, our beloved cavoodle
- Summertime swims and catching waves at her favourite Aussie beaches
- All sorts of music and creating a playlist for every occasion