PROFESSIONAL SUMMARY
• Experienced Financial Planning Assistant with over 7 years of combined experience in Australian wealth management support, banking, and financial services operations.
• Highly skilled in SOA/ROA preparation, XPLAN administration, superannuation implementation, investment transactions, and compliance documentation review. Proven ability to support Australian financial advisers remotely while maintaining high accuracy, regulatory awareness, and operational efficiency.
• Seeking to contribute to an Australian financial advisory firm in a remote capacity.
