- Knowledgeable with the Australian Financial Planning Industry
- Basic Knowledge of FPA and Paraplanning tasks
- Basic Knowledge using the software Xplan and Midwinter
- Basic Knowledge in creating Statement of Advice (SOA)
- Experienced with onboarding and training tea-----------mbers
- Has an experience working in 5-star preopening hotels and resorts
- Effective and efficient communication skills
- Knowledgeable with Google Workspace and MS Office Applications
- Has a positive attitude towards work
- Responsible and hardworking
- Eager to learn and willing to take on new challenges
