I worked as a paraplanner for Australian advisers for the past nine years. As a paraplanner, I was responsible for writing Statement of Advice and Record of Advice, in line with the recommendations provided by the advisers. I also do financial projections using xTools+. I am proficient with xplan.
I wanted to learn new skills so I took up Bookkeeping course. I have Xero Advisor and Payroll certifications and QuickBooks Online Level 1and Payroll certifications.
Experience: 5 - 10 years
I worked as a paraplanner for nine years.
Experience: Less than 6 months
Entry level (no experience)
Experience: Less than 6 months
Entry level (no experience)
Experience: Less than 6 months
Entry level (no experience)
Experience: Less than 6 months
Entry level (no experience)
“I had this VA that I could turn things over to made it a lot easier”
Kyle Mckenna
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