I am a Financial Planning Assistant specializing in the end-to-end administration and implementation of financial advice for Australian practices. Since 2024, I have focused on mastering the technical workflows that ensure client strategies are executed with 100?curacy and compliance.
With a foundation of 6 years in Quality Analysis and as a Subject Matter Expert (SME), I bring a high-precision approach to complex data management and portfolio administration.
My Core Technical Workflow:
Advice Implementation: Managing the full lifecycle of platform applications, including creating and setting up Super/Pension accounts for clients.
Portfolio Management: Executing Buy/Sell recommendations and conducting comprehensive Portfolio Reviews.
Xplan Proficiency: Handling Fact Finds, data entry, and generating detailed client reports within the Xplan ecosystem.
Compliance Support: Maintaining rigorous standards in File Noting and drafting Records of Advice (ROA).
Platform Expertise: I am highly proficient in navigating and managing client wealth through: Hub24 | Netwealth | Asgard | BT Panorama
I thrive on the "behind-the-scenes" mechanics of financial planning, ensuring that the transition from strategy to execution is seamless for both the adviser and the client.
Specialties: Advice Implementation, Xplan Management, Superannuation Platforms, Portfolio Reviews, ROA Generation.
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