•Need assistance with your financial planning needs?
•I am new to the OLJ platform; however, I have been employed as Senior Paraplanner for over 2 years in an outsourcing company that offers Australian financial planning services.
•Hiring me as your skilled Paraplanner will provide you the essential support you require while simultaneously relieving you of a significant portion of your workload! *wink*
•Let me explain to you why you need to look no further than me.
? I have earned my Australian certification (ADP/RG146) in 2021 and consistently ensure I possess in-depth knowledge of strategies and stay abreast of legislative changes, enabling me to provide top-notch assistance to you.
? With my 2 years and 9 months of experience, I have finely tuned my skills in product researching, cash flow modelling, financial data analysis, determining investment opportunities, and preparing detailed and compliant advice documents tailored to client's needs.
? With my extensive background, I can assist you with strategies such as: Superannuation, Retirement Planning, Non-Super Investments, Insurance, and SMSF.
? I possess a thorough attention to detail, excel in working independently, collaborate effectively as a team player, embrace a continuous learning mindset, and am receptive to constructive feedback. Seeking an opportunity with an organisation where I can contribute value while concurrently advancing and evolving as a professional.
HIRE ME!
