I’ve been working as a client service administrator with an Australian client based in the financial planning business for 2 years now. I had two Australian clients that I worked with hand in hand, which taught me the process of financial planning business, from data collection to different providers, then data entry to Xplan and Midwinter. I am also conducting wealth solver comparisons and risk research analysis. Obtaining insurance quotes from different providers, assisting my client in preparing a Statement of Advice (SOA), a Record of Advice (ROA), and other strategy paper documents, and pre-filling out forms depends on the client's recommendation and Application/implementation.
