Beatriz Cruz

Beatriz Cruz – Relationship Manager

“Invest blue values match with mine, working to do the best for it’s clients and being responsible in making a difference in their financial journey while always prioritising an ethical relationship in which all involved wins.” 

Beatriz has worked at Itaú Unibanco Bank, in Brazil for 5 years, where she spent the last two years working as a Financial Investment Adviser. After moving to Australia with her husband she has been working as a Customer Service Attendant in the Hospitality Industry.

Beatriz has worked in the field for almost 5 years and has thoroughly enjoyed it, especially when her work had a positive impact on many lives by making their financial lives better. That feeling of helping others has stuck with Beatriz and pushed her to do more and improve.

During Beatriz’s spare time she loves to dance jazz and sing.  She also enjoys time outside with her two daughters and husband. Another favourite pastime is to meet with friends and chat.

Beatriz is currently seeking to be recognised as a foreign existing adviser with ASIC 

Qualifications:

• Bachelor of Business Administration
• Master of Business and Project Management