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Charney Spargo

Administrative Manager

Charney Spargo is our Administrative Manager and Mick's right hand.

 

She helps our clients to get the initial information we need to complete their financial roadmap. In addition, once you have decided to act, she helps our clients with collecting the information our subject matter experts need in order to analyze and advise strategies for your initial comprehensive financial plan.

 

Charney is a very important member of our team. She really is the link between our clients and Mick's team. She holds everyone accountable to meet certain deadlines. In other words, she is our project leader!  

 

If there is anything you are unsure about, just give her a call.

In addition to the above roles, Charney is also our IT expert and works together with our IT contractor to ensure Independent Advisers WA cyber security and IT risk is minimized and managed.

Her Role within the Team:

  • Lead and coordinate our team,

  • Ensuring we progress with the delivery and implementation of fully comprehensive financial services,

  • Proactive and prepare upcoming clients' meetings with the adviser,

  • Primarily point of contact for clients and our subject matter experts,

  • Ensures that information flow is effective within our team,

  • The team coordinator picks up any deviation from expected standards and addresses them with the relevant party,

  • Coordinate the team and gather relevant information they may require,

  • Ensure deadlines are met on time by holding everyone accountable.

A Bit About Charney

Charney has been active in a number of administration roles in Western Australia. As a single mum, she was limited to part-time work in her previous roles but now is keen to get her career going. She has a love for designing processes which have been very useful to provide clients with consistent quality services to meet their expectations. 

She recently completed the Xero Certified Adviser course and is working towards the full diploma of administrative management to ensure the communication between Mick, his clients, and the subject matter expert team is effective, consistent, and efficient. 

Finally, as a side project, she is developing a program together with Mick to provide fundamental computer and phone technology skills for older clients so they can be longer independent and avoid being a burden.

More information

Education

Qualifications

Former Activities

Other Activities

  • Bullsbrook College

  • Industry Skills and Training

  • Xero Central

  • Vocational Education and Training WA

  • Certificate 4 in business and administration

  • Xero Certified

  • Certificate 2 Information and Technology

  • Certificate 2 in Retail

  • Running online communities with members from around the world

  • Graphics Art for online communities

  • Co-ordinating and running online charity events for Mental health organizations.

When Charney is not in the office she is usually spending time with her family exploring the outdoors or taking her 2 dogs to the beach. She loves Technology, learning new skills, reading a good book and being creative.

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