I worked as a paraplanner for Australian advisers for the past nine years. As a paraplanner, I was responsible for writing Statement of Advice and Record of Advice, in line with the recommendations provided by the advisers. I also do financial projections using xTools+. I am proficient with xplan.
I wanted to learn new skills so I took up Bookkeeping course. I have Xero Advisor and Payroll certifications and QuickBooks Online Level 1and Payroll certifications.
