- Wealth Management
- Advice Support
- SOA Implementation
- Document preparation
- Email management
- Calendar Management
- Client onboarding, fact finds & review preparation
- Superannuation rollovers, investments & account applications
- Insurance administration & provider follow-ups
- Client reviews, documentation & ongoing service
- Adviser support, workflow & task management
- Paraplanning and advice preparation support
- Liaising with clients, advisers and product providers
