Results-oriented finance and advisory specialist with experience supporting end-to-end advice and analysis within a regulated financial services environment. Skilled in coordinating complex workflows, allocating analytical and documentation tasks across onshore and offshore teams, and performing detailed quality and compliance reviews. Strong capability in financial data analysis, client file management, investment and risk solution research, cost and product comparisons, and financial modelling to support strategic recommendations. Experienced in providing technical support to advisers and operations teams, and translating client objectives into clear, compliant advice documentation (i.e., Statements of Advice and Records of Advice). Recognised for delivering accurate, timely, and high-quality outputs aligned with client goals and regulatory standards.
Verified
