Service Charter

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Service Charter

The Client Services & Operations Team aims to deliver excellent customer service and will strives to get it right first time, every time.

Provide a consistent, co-ordinated, and proactive service

Act with integrity

Treat our customers fairly, with respect and courtesy

Ensure our team members are trained and have the skills to provide high-quality service

Respond to queries within 24-48 hours and keep customers updated until resolution

Work collaboratively with other Stellar departments to achieve a joined-up and seamless approach to delivering service excellence

Listen to and use customer feedback to enhance our service

Look to continually improve our processes and procedures to enhance the Stellar customer experience

Continually monitor and review our service providers to ensure their customer service is aligned to our expectations

Our Customer Satisfaction Scores

Q1 2024

98%

Q2 2024

100%

Q3 2024

96.2%

Q4 2024

95.2%

Q1 2025

96.5%

Our Customer Service Team

Glen Halley

Fund Operations Manager

Vanessa Doyle

Senior Customer Representative

Georgina Morgan

Senior Customer Representative

Joel Turns

Operations Analyst

Nicola Sharkey

Investment Administrator

Our Commitment to You

At Stellar Asset Management, our commitment to you is built on integrity, transparency, and a deep understanding of estate planning. We work closely with advisers to help clients protect and grow their wealth, offering tax-efficient solutions backed by over 30 years of experience. We’re here to support your legacy, delivering exceptional service and long-term value for future generations.