I am a dedicated paraplanner with an Advanced Diploma in Paraplanning and extensive experience supporting financial advisers across various practices. My role has involved preparing high-quality Statements of Advice (SOAs) and Records of Advice (ROAs), conducting detailed financial research and analysis, and ensuring compliance with industry regulations. Having worked with different practices, I have developed strong adaptability and proficiency in multiple financial planning software platforms, including Xplan, DASH, RetireMap, and other practice-specific tools. I bring excellent attention to detail, strong communication skills, and a commitment to delivering accurate, compliant, and client-focused documentation that helps advisers provide the best possible service to their clients.
