Senior Paraplanner
Hello there. I have been working as a Senior Paraplanner (Financial Analyst) for almost 5 years now and I have exceptional analytical skills and attention to details when it comes to assisting my financial planner give our client's advice in their best interest. I am well-versed in a couple of softwares such as COIN, XPLAN and DRAFT all necessary to prepare the Statement of Advice and Record of Advice. I have experience around areas such as Superannuation, Insurance, Investments outside of