Danielle Mezzone BA (Hons)

Client Services Coordinator

Danielle is a Client Services Coordinator. She has worked in Financial Services since 2017 and joined Attivo Financial Planning in 2018. Danielle is responsible for assisting the team in developing and maintaining relationships with private clients. Her core responsibilities include arranging initial financial planning meetings for our new clients and annual financial planning reviews for our existing clients. Danielle and the rest of the team serve as the initial point of contact for clients and are always happy to answer any questions clients may have.