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Alicia Wee
OPERATIONS

Operations · Affinity Group

AliciaWee

Finance & Administration · Group Director's PA

Finance TrackingBudgetsAccountsExpense DisciplineOperational CoordinationOn-Site Operations

Alicia is the steady hand that keeps Affinity running with precision. Overseeing finance and administration, she tracks every dollar across the branch's budgets and accounts, instils the expense discipline that lets us invest confidently in marketing, seminars and advisor development, and coordinates the operational details that make a fast-growing team feel effortless. On event days she is on-site, ensuring everything from logistics to settlements runs exactly as planned.

“Precision behind the scenes is what makes everything look effortless.”

In Alicia's words
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How Alicia supports you

What Alicia can help you with.

Alicia is part of Affinity's operations team rather than an advisor. Reach out for the matters below, and Alicia will connect you with the right person for anything else.

01Invoices & settlements

Vendor invoices, sponsorship settlements and payment queries relating to Affinity events and campaigns.

02Event logistics & administration

Venue, supplier and logistics coordination for seminars and branch events.

03Budgets & finance

Budget approvals, expense claims and finance tracking for branch initiatives and advisor development.

04Operational coordination

General administrative matters and day-to-day coordination across the Affinity branch.