Zindy Allen

Client Administrator

At work

Zindy is based in our Perth office and has worked in the financial planning industry since 2017. Before joining bdhSterling, she built experience across two advice practices in both Client Service Officer and Paraplanner roles, giving her a strong understanding of the financial planning process from start to finish.

As a Client Service Administrator, Zindy works closely with our advisers to help implement tailored financial strategies for clients. She plays an important role in ensuring clients are supported throughout their financial planning journey.

Zindy holds a Diploma in Financial Planning and a Bachelor of Science in Marketing.

Outside of work, Zindy enjoys spending time with her daughter, who keeps her very busy. Together they enjoy getting outdoors, going for walks and exploring new places.

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?

My tip would be to learn to drive, if you don’t already! There are so many lovely places to explore, but getting around can be a challenge without a car. And, of course, always wear sunscreen, Perth summers can be very hot!

What’s the best thing about living in Australia?

People are generally very friendly and welcoming, which makes it a lovely place to live. I love the diversity and the variety of beautiful places to explore and visit.

What gives you the most satisfaction at work?

I love the satisfaction of getting things done and knowing I’ve delivered what’s expected of me. I also really enjoy meeting new people and building positive relationships along the way.

bdhSterling
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