Detail-oriented and client-focused Financial Planning Assistant / Paraplanner with
advanced expertise in SOA creation, cash flow modelling (Xtools+), and implementation
of advice recommendations. Skilled in supporting financial advisers by conducting
thorough research, preparing compliant documentation, and modelling projections to
deliver tailored strategies that align with client goals. Adept at managing workflows
efficiently, ensuring accuracy in financial analysis, and maintaining high standards of
professional communication. Experienced in the Australian financial planning industry, with
a strong ability to translate complex financial concepts into clear, actionable advice for
clients. Committed to enhancing adviser productivity and client satisfaction through
precision, reliability, and proactive support.
