Available Candidates

With 5+ years of experience as a Paraplanner, this candidate excels in financial coaching and senior research analysis. They are highly proficient in preparing detailed statements of advice and records of advice, conducting financial modelling, and analysing investment portfolios. Their expertise extends to using financial planning software such as XPlan and Xtools+, where they excel in complex financial analyses and scenario modelling. Holding a Graduate Diploma of Financial Planning, a Master’s in Management Studies (Finance), a Bachelor’s in Statistics, and having completed all 3 levels of the CFA program, they bring a solid educational background and a deep understanding of financial planning. This combination of extensive experience and advanced qualifications makes them a highly capable professional, well-suited to deliver exceptional results in any financial planning role.   If you are interested in learning more about this candidate or would like to discuss a vacancy in your business, please contact Lachie Young on 0411 931 034. 

With approximately 12 years of experience in the financial planning field and currently studying to obtain their degree in Australia, this candidate excels in developing and implementing tailored financial plans for clients. Their expertise encompasses preparing statements of advice, conducting fact finds, and assisting with insurance applications, ensuring clients receive personalised, high-quality financial advice. Demonstrating exceptional entrepreneurial leadership, they have successfully managed day-to-day operations, driven business development, and fostered a client-centric service model. Their end-to-end experience as a client service officer highlights their ability to manage the entire client relationship process efficiently. Employers can rely on their comprehensive knowledge, strategic approach, and dedication to delivering outstanding financial planning services, making them a valuable asset capable of contributing significantly to the growth and success of any financial advisory team.   If you are interested in learning more about this candidate or would like to discuss a vacancy in your business, please contact Milla Munro on 0412 905 768.   

With 10+ years of experience in paraplanning and financial analysis, this candidate has worked with prominent firms, showcasing a deep understanding of financial strategies and compliance. They consistently prepare high-quality, compliant advice documents using advanced financial planning software like Xplan and Coin, achieving 100% KPI targets and successfully reducing SOA preparation turnaround times. In addition to their technical skills, they have effectively trained and mentored junior paraplanners, peer-reviewed SOAs, and acted as an interim quality manager, enhancing adviser interaction and developing personal relationships to improve client outcomes and satisfaction. Recognised for clearing backlogs swiftly, streamlining processes, and incorporating changes for better quality, they demonstrate the ability to handle complex financial models and strategies, including SMSFs, LRBA feasibility, and debt management. Employers can rely on their expertise to contribute significantly to operational efficiency and client satisfaction in financial planning.   If you are interested in learning more about this candidate or would like to discuss a vacancy in your business, please contact Milla Munro on 0412 905 768.