Associate and provisional financial adviser at Saracens Private Wealth in Kew. Providing strategic financial advice in a manner that is easy to understand, and painless to implement. 7 years industry experience in various capacities such as paraplanner, associate and now provisional financial adviser. I am passionate about helping clients make informed decisions around their finances, and holding up the values of professionalism in a rapidly changing industry. Expertise Financial strategy development across a wide range of scopes and a strong technical understanding of the benefits and risks applied to complex client needs. Advice document preparation in a manner that is clear and concise for retail clients of both comprehensive and limited scope advice needs. Comprehensive financial product knowledge, with particular expertise in superannuation, wealth management and personal insurance. Implementation, administration and client file management skills, with diligent attention to detail and a focus on process driven systems.