Experience and Role

Jo-Mari (You-Marie) is a highly capable and client-focused Customer Care Specialist at Beachwood Finance, bringing a strong blend of financial expertise and strategic insight to her role. With a Bachelor of Commerce in Marketing and Honours in Strategic Management, she has a deep understanding of the financial landscape and the strategic thinking required to navigate it effectively.

She plays a key role in supporting clients through their journey, ensuring every interaction is handled with professionalism, care, and attention to detail. Jo-Mari is known for her ability to simplify complex processes and provide clients with clear, confident guidance.

Background

Originally from South Africa, Jo-Mari’s journey reflects resilience, adaptability, and a strong sense of determination. Her personal and professional experiences have shaped a deep commitment to helping clients achieve their financial goals while maintaining a genuine, approachable manner.

Her strong work ethic and dedication to excellence are evident in everything she does. Outside of work, Jo-Mari is a devoted mother to three young boys, and her family remains her greatest motivation. She is passionate about creating a secure and fulfilling life for them, which drives her commitment both personally and professionally.

Beyond Finance

Outside the office, Jo-Mari enjoys spending quality time with her family at the beach, accompanied by their Aussie bulldog, Obe. She values balance in life - prioritising family, wellbeing, and fitness - as essential foundations for long-term success and happiness.

Jo-Mari’s unique combination of financial knowledge, strategic capability, and genuine care for people makes her an invaluable member of the Beachwood Finance team and a trusted support for clients.