About Me
I’m an experienced paraplanner with close to 3 years of hands on experience in the Australian financial planning industry. Over this time, I’ve developed strong expertise in preparing high quality Statements of Advice SOAs and Records of Advice ROAs, along with managing implementation processes and a wide range of administrative tasks that support financial advisers in delivering compliant, client focused advice. My work is detail oriented, timely, and aligned with current regulatory standards, ensuring a smooth and efficient advice delivery process. I’m passionate about supporting the advice process and contributing to the success of both advisers and their clients.
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$9/hr
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