I am an experienced Financial Planning Assistant & Virtual Assistant with a strong background supporting Australia-based financial planning firms. I have collaborated with advisers to prepare Statements of Advice (SOA), Records of Advice (ROA), compliance documents, client reports, and meeting packs, while ensuring data accuracy and adherence to industry standards.
Proficient in financial planning software such as Xplan, AdviserLogic, and Midwinter, I specialize in client data management, meeting coordination, compliance support, and report preparation. Alongside financial planning tasks, I also provide general virtual assistant services such as email and calendar management, document preparation, and CRM updates—helping businesses stay organized and efficient.
I am detail-oriented, adaptable, and solution-driven. I embrace feedback, learn quickly, and take pride in delivering accurate, timely, and professional results that support both advisers and clients.
? Whether you need a reliable Financial Planning Assistant to streamline your practice, or a proactive Virtual Assistant to manage day-to-day tasks, I am committed to helping your business run smoothly and efficiently. Let’s work together to achieve your goals.
