Liam Harrison Email & Phone Number

We are experts in providing advice documentation using the following software:- XPLAN- COIN- Draft Online- Midwinter- Adviserlogic.At PlanAce Paraplanning our passion is providing the highest quality paraplanning support to financial advice businesses. Coming from a financial planning background, we understand how important the adviser's time is. Whether it is spent sourcing new business or providing ongoing advice to existing clients, every minute counts. We provide advisers with more time to do the work that makes a real difference, giving advice.Liam began his financial services career in 2007 and has held both paraplanning and financial adviser positions in a number of the country’s top financial institutions.Throughout his career, Liam has gained an exceptional technical and working knowledge of all areas of comprehensive financial advice. Liam enjoys working on technical strategies for clients and this passion has seen his career turn to paraplanning after a number of years as a successful adviser.He has a Diploma of Financial Services (Financial Planning) qualification through Kaplan Education and a Bachelor of Business through Griffith University on the Gold Coast.

Listed skills include Event Management, Management, Customer Service, Training, and 23 others.