Paraplanner
CurrentSix years’ experience in creating scoped and holistic strategy and advice for a diversity of clients. Experienced in XPLAN, utilising a range of functions including SOA wizards, Wealth Solver/Risk Researcher and XTOOLS+ to construct advice documents, with the combination of tailored spreadsheets and templates.Continually developing on workflows and utilising technology to simplify and streamline business processes, with focus on compliance and client management.