Senior Paraplanner/Operations Manager

Twelve years in the financial planning industry including paraplanning, technical support, advising and management roles. Extensive knowledge of superannuation, SMSFs, planning process, SOA preparation/design and overall compliance. Experience with training and presenting. Varied experience with Visiplan, COIN and XPlan. CFP qualified.

Work Preferences

Desired Salary

80000 Negotiable per year  

Availability

Immediately  

Desired Job Type

Full Time  

Can Travel for Work

Moderately  

Highest Education Level

Bachelor Degree  

Current Location

ACT  

Willing to relocate?

No

Residency / Visa

Australian Citizen

Skills Profile

Qualifications

Completed	Institution	Degree / Qualification
1996	ANU	Economics (Actuarial)
2001	Deakin University	Dip FS
2004	Deakin University	CFP

Work Related Training & Certification

Completed	Institution	Training / Certification
2008	Kaplan	SMSF Specialist