As a Senior Paraplanner I am responsible for preparing compliant SoAs, RoAs, & Executive Order documents.
On top of this, I also oversee annual review documents preparation, wrap up post-AR action items, update XPLAN information.
I am also responsible of preparing Insurance Needs Analysis, preparing and reviewing research - comparison of financial products & insurance.
I am an expert in XPLAN. I have used Xtools, client focus, Risk Researcher, Portfolio IPS, Wealth solver. I am also well verse when it comes to Midwinter & AdviserLogic. I also have experience in using PlutoSoft and platform tools in generating quotes and super/pension comparison.
I consider myself an expert with pre-paraplanning tasks that includes, preparation of client packs, product comparison research, and also strategy preparation. I have worked closely with Advisers to prepare BID and notes as well as compliance checks. Other than SoA and RoA preparation. I have also handled post- SoA tasks
implementation and lodgement.
SoA/RoA strategies exposure; Super, Super contributions (Re-contribution, Downsizer, FHSSS) Insurance, Debt management, Centrelink, Pension (TTR strategy, pension refresh, etc) Gearing, Aged Care, Non-super Investments, Budgeting, and SMSF.
