Gabriela Rocha

Executive Assistant - Client Services (Australia)

At work

Gabriela plays a key role in supporting the delivery of client services across our Australia team. She works closely with our Financial Planning Director to help oversee the Client Administration and Pension Transfer teams, with a focus on keeping processes running smoothly and efficiently – ensuring our clients receive a consistent, high-quality experience.

With over 20 years’ experience in client services, Gabriela brings a strong understanding of how to improve the way teams operate to better support clients. Her focus is always on making processes straightforward and ensuring clients feel confident in the service they receive.

Outside of work, she enjoys running along the coast and dancing with her partner.

Google Reviews
Tim Phillips
Although I have a financial services background, transferring pension assets from the UK to Australia is specialist work, and needs doing 100% right first time.The BDH guys over-delivered with a lot of knowledge, experience and professionalism, which in turn gave me the peace of mind I needed throughout this process.I have absolutely no hesitation in recommending them. BDH exceeded my own high expectations.
Jojo Baxas
They were so responsive and answered all my (sometimes silly) questions. When the pandemic struck and lockdown ensued, they were business as usual and my payment was issued right in the middle of all of that. I have nothing but positives.
Wendy Stone
A service second to none. Friendly, professional and client focused at all times, and more than willing to go the extra mile to ensure customer satisfaction.
Prash Naik
I would highly recommend bdhSterling for high quality and professional advice. They advised me in the UK and Australia and were invaluable.
Shiranth Fernando
For the last three years, I have used bdhSterling to look after my UK pension while waiting to transfer it to Australia. I have found the investment recommendations and advice to be excellent. Communication is effective and financial transactions are undertaken efficiently. Definitely a five-star company.
Bob Crosby
Been with them since 1999 and am yet to find anyone more knowledgeable and helpful. Returns have always been ahead of market averages at a very reasonable price. Fair and open with great staff.

Spotlight questions

What’s your best tip for anyone moving to Australia?

Enjoy the journey and be prepared to adapt. It’s common to move a few times in your first years, so staying flexible can make the transition much smoother.

What’s the best thing about living in Australia?

I feel safe in Australia and I love all the WA coast and spectacular beaches!

What gives you the most satisfaction at work?

I get a lot of satisfaction from helping the team find more efficient ways of working, but most importantly, from knowing our clients feel well looked after and confident in our service.

What’s the best thing about working for bdhSterling?

I really appreciated the level of support and the clear, open communication from my manager, which makes it easier to feel confident and focused in my role.

bdhSterling
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