I am a Senior Paraplanner to one of the biggest growing companies in Australia in terms of Financial Planning and this job has strings of connection with my Business Administration Degree. I prepare Statement of Advice documents, Record of Advice, Review Reports, ROA File Notes, SMSF Investment Strategy papers as well as adhoc tasks. I also perform Financial Modelling Scenarios and Product Cost Comparisons using Xplan. My role is vital so that the Financial Advisers can focus on more important client facing tasks and can manage their work priorities. I also completed my RG146 - Diploma in Financial Planning to ensure I have the adequate skills and knowledge for the said position.
