Providing tailored Statement of Advice documents to financial advisers.

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

Assisting plumbers and gas fitters on industrial projects in a multi-disciplinary team environment.

Working as a team member on landscaping projects carrying out labouring duties, irrigation etc - Redland’s Business Park project.