Renata Caixeta

Renata began her financial planning career in 2023, bringing with her a diverse background in customer service, administration and marketing. She joined the Insight team in 2026.

Renata is a key member of our Client Administration – Implementation team, providing hands-on support throughout the implementation of advice strategies and recommendations. With a strong process-focused approach, she coordinates documentation, works closely with product providers and advisers, and keeps clients informed at every stage, ensuring recommendations are carried out accurately and efficiently while delivering a seamless client experience