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Lina Montoya is a highly experienced Client Relationship Manager, her extensive knowledge in managing client relationships spans over 25 years in the industry. Lina was previously employed as a Client Relationship Manager with two large Sydney based Financial Planning firms before joining Insight Private Wealth in 2018 where she continued as IPW merged to create Esencia Wealth. Lina plays a pivotal role in building, maintaining and strengthening Esencia Wealth’s relationship with its clients, ensuring a high standard of service is delivered at every interaction.

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