Contract Paraplanner / Compliance Assistant
Have worked in the financial planning industry since 2003 and been paraplanning since 2005. Able to assist with the completion of SoAs, RoAs and strategy letters. Competent in the use of Xplan and Coin for plan construction and modelling around super, SMSF, insurance, gearing, investments and retirement planning. Well developed written skills and ability to articulate strategies. Also able to assist with the completion of ongoing CPD requirements such as Kaplan Ontrack and administration tasks.
Work Preferences
Skills Profile
|
Technical Skills |
Skill |
Last Used
|
Yrs. Exp. |
|
|
|
Coin
|
2011
|
2
|
|
|
|
Microsoft Office
|
2011
|
12
|
|
|
|
Xplan
|
2011
|
4
|
|
Qualifications
|
Completed |
Institution |
Degree / Qualification |
|
|
2010
|
University of Western Sydney
|
Master of Commerce (Financial Planning)
|
|
|
2004
|
Deakin University
|
Diploma of Financial Planning
|
|