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Denise Slattery

Client Experience Manager

Modoras Wealth Management (VIC) Pty Ltd ACN 145 368 869

Denise Slattery
  • Bachelor of Commerce (Accounting and Commercial Law)
  • Diploma of Financial Planning

“Excellence is not a skill, it’s an attitude. As the Client Experience Manager, my attitude is to always put the client first and strive for excellence in every interaction.”

Denise Slattery is a true professional with over two decades of experience in the financial services industry.  Her journey began in superannuation administration before moving onto paraplanning and advisory roles. With her Bachelor of Commerce in Accounting and Commercial Law, as well as a Diploma of Financial Planning, she has honed her skills and knowledge to become an invaluable asset to Modoras Melbourne.

What sets Denise apart is her unwavering passion for helping clients achieve their financial goals and enjoy their hard-earned retirement. As Client Experience Manager, Denise plays an integral role in ensuring that clients receive exceptional service and support throughout their journey.

Denise’s driving force is her desire to make a positive impact in her clients’ lives. She understands that financial planning can be overwhelming, and she is dedicated to making it as easy and stress-free as possible. Knowing that she is playing an integral part in helping Modoras clients live their best lives is what gets her up in the morning and motivates her to go the extra mile.

When Denise is not at work, she is spending time with her family and supporting her two boys in their sporting pursuits. As a family, they are heavily involved in local sporting groups, and Denise enjoys being an active part of her community. In her free time, she loves catching up with friends over a meal and exploring new restaurants.

Denise Slattery
  • Bachelor of Commerce (Accounting and Commercial Law)
  • Diploma of Financial Planning