I'm currently working as a Financial Planning Assistant for an Australian company, looking for a part time job. I'm an organized and detail-oriented professional with a strong foundation in financial services and a passion for helping clients achieve their goals. With experience supporting Advisers in preparing review meeting documents, managing client records, and ensuring compliance with Australian financial regulations, I'm confident in my ability to contribute to a high-performing team. I bring strong communication skills, proficiency with financial planning software, and a proactive attitude to every task. I'm excited to support the delivery of quality advice and help streamline operations in a growing firm.
