I have 9 years of Australian paraplanning experience with an RG 146 license from Kaplan. Proficient in Xplan financial planning software such as Xplan, I can help with client database upkeep, advice document generation, and financial modelling. I have exposure with implementation of financial advice mainly utilizing the IOOF platform which includes but not limited to withdrawals, rebalancing, opening and closing accounts. I am currently gaining exposure with UK financial paraplanning by using Plannr.
