A detail-oriented professional with experience as a Paraplanner for over 3 years and Client Service Officer supporting Australian financial planning firms. I specialize writing Statement of Advice (SoA)/Record of Advice (RoA) tailored to the client's financial goals. I have also gained experience in client administration, document preparation, data entry, appointment scheduling, email management, and providing efficient administrative support. Moreover, I am currently learning quickbooks and Xero to expand my knowledge with bookkeeping.
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