DipFP
Experience: 5 - 10 years
Proficient in using Xplan for comprehensive advice production, including workflow management, and product comparison through WealthSolver and Risk Researcher. Prepares compliant and tailored Statements and Records of Advice generated through Xplan Wizard, as well as conducting financial modelling to project superannuation, insurance, and investment recommendation outcomes. Adept at maintaining accurate, audit-ready file notes and ensuring all advice documentation aligns with licensee and regulatory standards.
“I can find little blocks of time to focus so we can scale this business.”
Clearman Lawyers
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