• Diploma of Financial Planning
• Bachelor of Commerce majoring in Financial Planning – currently studying
Client Services Officer
Diploma of Financial Planning and Bachelor of Commerce majoring in Financial Planning (currently studying)
“An investment in knowledge pays the best interest”
Centaur Financial Services is thrilled to welcome Montana Ledar to our team.
Montana brings a wealth of knowledge and a vibrant spirit to the Centaur Financial Services team as a dedicated Client Services Officer. Armed with a Diploma of Financial Planning and currently pursuing a Bachelor of Commerce with a major in Financial Planning, Montana’s commitment to professional development and expertise in the financial realm is evident.
Known for her bubbliness, charisma, and unwavering motivation, Montana embodies the essence of Centaur Financial’s commitment to excellence. Montana thrives on continuous learning and finds joy in sharing and applying the insights gained from her studies and collaborative interactions with peers.
Having explored the diverse financial planning landscape, Montana recognizes the importance of reassuring clients that their funds are secure, especially in the context of recent market challenges. She firmly believes that effective communication is the cornerstone of a positive client experience. Montana takes pride in establishing trustworthy relationships by getting to know clients on a personal level, fostering an environment where financial strategies can be tailored to individual needs.
Beyond her professional and academic pursuits, Montana finds joy in prioritising her health through activities like running, walking, and pilates. She cherishes moments spent travelling with friends and family, relishing the exploration of new destinations and savouring delicious cuisines.
Centaur Financial Services is thrilled to welcome Montana Ledgar to our team, confident that her passion, knowledge, and dedication will contribute significantly to our shared commitment to financial excellence and client satisfaction.