Angela Makepeace

Client Service Officer

Ange joined the Patman Planning team in August 2023 in the role of Client Service Officer. Ange began her career in 1988 as a Client Service Officer at ING Head Office Sydney (formerly Mercantile Mutual). During her time at ING, Ange had various roles including Policy Services Supervisor, Branch Co-ordinator and a Business Analyst.

In 1998, Ange moved into the Financial Planning sector. She has worked in a small number Financial Planning practices in both Sydney and Brisbane. Prior to joining Patman Planning Group, Ange worked at a boutique Financial Planning Practice with a high net worth client base and an extensive Self Managed Superannuation Fund portfolio base for 18 years.

Ange works alongside the Advice Team to ensure the smooth implementation of advice. She always strives to find the most efficient workplace practices.

Outside of work, Ange enjoys spending time with her family and friends, the beach, gym, hiking and discovering new places.