Wilsons strives to deliver a full service offering to clients seeking financial advice and ongoing wealth management.My role in the team, together with Ben Davis and Paul Bryant, is to deliver strategic financial planning advice and recommendations regarding structuring advice, asset allocation, superannuation strategies, tax efficiencies, investment strategy development and retirement planning.We pride ourselves on the prompt service, guidance and peace of mind that we provide to every client.

• Providing high quality service and administrative support to Morgan Stanley Wealth Management clients • Executive assistance to senior Financial Advisors• Exposure to financial markets, domestic and international shares, IPOs and other capital market deals with quick turnaround demands • Assisting Financial Advisors with the preparations and presentation of pitches to prospective clients• Assisting with creation and implementation of office procedures• Coordinating company research seminars and functions

In this position at Avery Gibson I:- assisted with the preparation and implementation of financial strategies - reviewed investment and insurance portfolios- supported the advisers and liaised with clients- increased my knowledge and understanding of the financial services industry whilst also completing a Diploma of Financial Planning