My role requires good communication skills, as well as excellent analytical ability.
My day-to-day tasks include preparing and maintaining detailed client files and records, preparation of annual reviews, product research, and obtaining illustrations. I’m also involved with using analytical software to review clients’ existing and proposed arrangements, preparation of suitability reports, and maintaining detailed and up-to-date knowledge of all aspects of financial planning.
I enjoy that everyone in the team shares the same vision, and is dedicated to the task in hand, which creates a strong work environment. I also enjoy my ongoing training path, in which I am working towards my Regulated Diploma in Financial Planning.
I love to travel because not only is it the ultimate adventure, but it also exposes you to new types of people, different ways of living, and opens up your mind. Travel puts me out of my comfort zone and inherently breeds challenge. I’m a firm believer that challenge leads to curiosity, maturity and growth.
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