Hi, I'm an experienced Paraplanner and Financial Planning Administrator with almost 5 years of experience supporting Australian financial advisers.
I have strong experience using XPLAN and AdviserLogic, handling client administration, data management, implementation support, record maintenance, and general adviser support. I am highly organised, detail-oriented, and committed to delivering accurate and efficient work.
I enjoy helping advisers streamline their processes so they can focus on their clients and growing their business.
I am currently seeking a part-time opportunity where I can contribute my skills and continue supporting Australian financial planning practices.
