Owner / Contract Paraplanner
CurrentProviding tailored Statement of Advice documents to financial advisers.
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Mitchell Lyons is listed as Owner / Contract Paraplanner at Lyons Computer Corporation Pty Ltd, based in Greater Brisbane Area, Australia. AeroLeads shows a matched LinkedIn profile for Mitchell Lyons.
Mitchell Lyons previously worked as Senior Paraplanner at Bridges Financial Services and Plumber’s Assistant at Gasworks & Plumbing. Mitchell Lyons holds Certified Financial Planner® Certification Program from Financial Planning Association Of Australia.
Through working with Bridges Personal Investment Services for the last three years as a Paraplanner and Senior Paraplanner I have developed comprehensive written, verbal, analytical and problem solving skills with a specific focus on client service and quality assurance. Completing a Bachelor of Commerce (Financial Planning and Accounting) provided me with the essential knowledge and skills to succeed in my positions. My skills and knowledge are transferrable to any financial planning workplace and enable me to complete my work efficiently and competently whilst ensuring compliance standards are maintained.
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Brisbane, Australia
Providing tailored Statement of Advice documents to financial advisers.
Brisbane, Australia
Bridges Financial Services covers a broad spectrum of financial planning and investment services to help clients achieve their financial goals. As Senior Paraplanner, a part of a team of 17, my responsibilities included, consulting with 6 financial advisers, producing quality and time efficient Statement of Advice documents and managing the paraplanning workflow and team. Bridges being an ASX Market Participant, I have a sound understanding of direct share investing and portfolio construction.… Show more Bridges Financial Services covers a broad spectrum of financial planning and investment services to help clients achieve their financial goals. As Senior Paraplanner, a part of a team of 17, my responsibilities included, consulting with 6 financial advisers, producing quality and time efficient Statement of Advice documents and managing the paraplanning workflow and team. Bridges being an ASX Market Participant, I have a sound understanding of direct share investing and portfolio construction. Duties:- Production of quality and time efficient Statement of Advice documents- Ability to construct and prepare advice on verbal direction- Point of technical and strategic excellence for the financial planning team - Actively manage the Paraplanning workflow and team- Manage and facilitate the SOA request process between the financial planning team and external paraplanners. - Preparing investment advice via Records of Advice documents- Portfolio Construction (direct shares, ETF’s, LIC’s, hybrids and managed funds)- Personal Insurance (Life, TPD, Trauma and IP) - review, compare and recommend adequate levels of cover and type of cover on behalf of the financial advisers. Show less
Brisbane, Australia
Assisting plumbers and gas fitters on industrial projects in a multi-disciplinary team environment.
Brisbane, Australia
Working as a team member on landscaping projects carrying out labouring duties, irrigation etc - Redland’s Business Park project.
CFP 1 FPA Professionalism: • Professionalism and Ethics • The CFP Practitioner – Client Relationship • The CFP Practitioner – Stakeholder.
• Business Informatics • Accounting Principles • Intro to Financial Planning • Money, Banking and Finance • Economics for Decision Making.
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Mitchell Lyons works for Lyons Computer Corporation Pty Ltd.
Mitchell Lyons is listed as Owner / Contract Paraplanner at Lyons Computer Corporation Pty Ltd.
Mitchell Lyons is based in Greater Brisbane Area, Australia while working with Lyons Computer Corporation Pty Ltd.
Mitchell Lyons has worked for Lyons Computer Corporation Pty Ltd, Bridges Financial Services, Gasworks & Plumbing, and Greenscene.
You can use AeroLeads to view verified contact signals for Mitchell Lyons at Lyons Computer Corporation Pty Ltd, including work email, phone, and LinkedIn data when available.
Mitchell Lyons holds Certified Financial Planner® Certification Program from Financial Planning Association Of Australia.
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