Experienced Financial Planning Assistant with 6 years of proven expertise supporting Australian financial advisers, clients, and administration teams. Skilled in preparing comprehensive review packs, managing client communications, handling platform correspondence, and coordinating adviser calendars. Known for accuracy, reliability, and a proactive approach to administrative processes that help maintain compliance and enhance client experience. Adept at using Xplan, Adviserlogic, and other financial planning tools, with a strong understanding of industry procedures and client service standards.
