Carlie Rivera
Business Support Administrator
Introducing Carlie
Carlie has been with Bowmore Financial Planning since December 2013, she has had many roles including PA to the Director, Senior Administrator and Admin Team Leader.
Carlie now has a hybrid role “Business Support Administrator” providing admin support to management across the business where needed, this includes project management across the back-office team, providing training and mentoring to new staff, researching new tech and integrations to incorporate with the main system database, developing and reviewing back-office processes and managing/monitoring workflow within the back-office admin team.
Carlie's qualifications
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Meet your team
view allMark Incledon
Chief Executive Officer
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Gill Millen
Managing Director, Bowmore Financial Planning
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Chris Blakeley
Compliance & Operations Director
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Hayley Wood
Compliance & Operations Manager
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John Clamp
Chartered Financial Planner, Fellow
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Mark Millett
Financial Planner (on leave)
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Jill Ellicott
Chartered Financial Planner
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Adam Canavan
Financial Planner
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Roy Quick
Financial Planner
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Joshua Mortimore
Financial Planner
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Helen Best
Paraplanner
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Michael Baker
Paraplanner
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Samantha Worthington
Senior Administrator
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Ali Grieveson
Senior Administrator
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Emily Sherring
Corporate Benefits Administrator
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Clare Underwood
Office Manager
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