Qualified Paraplanner with a Bachelor’s Degree in Financial Management and a Diploma in Paraplanning. I support financial advisers with research, financial analysis, and preparation of financial planning documents.
Skills include:• Statement of Advice (SOA) support• Financial fact-finding and data analysis• Superannuation and investment research• Financial planning documentation• Spreadsheet and administrative support
I also have accounting experience in invoicing and financial record management, which strengthened my attention to detail when working with financial data.
I am organized, detail-oriented, and committed to providing reliable paraplanning support to financial advisers.
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