I am a Financial Planning Assistant with nearly 6 years of experience supporting financial advisers in Australia. My background covers the full end-to-end process of financial planning, from compliance to client servicing.
I began my career helping a startup establish its first offshore team, where I gained hands-on experience in compliance tasks such as ensuring adherence to ASIC regulations, reviewing and implementing Statements of Advice (SOAs), and preparing client review packs. My responsibilities also included product research, checking service agreements, supporting annual review processes, and assisting in SOA meetings through documentation and implementation management.
I am proficient in using financial platforms such as CFS, BT Panorama, and Hub24. As our team grew to six members, I had the opportunity to step into a leadership role—overseeing tasks, providing support, and training new staff.
With a strong foundation in compliance, client support, and team leadership, I bring both technical expertise and organizational skills to deliver efficient and reliable support as a Virtual Assistant in the financial planning industry.
