Highly motivated and detail-oriented paraplanner with three years of experience in the financial planning industry. Possessing a Diploma of Financial Planning (RG146) and a strong understanding of regulatory requirements and compliance standards. Skilled in conducting research, analysis, and preparing detailed reports and recommendations. Proven ability to work collaboratively with financial advisers and build strong relationships with clients. Well-versed in financial planning software such as XPLAN and committed to providing high- quality, personalized financial advice to clients and ensuring compliance with relevant laws and regulations.
Verified
