Paraplanner
I am a member of the paraplanning team and ‘the middle office’ is probably the best way to describe where we sit. I prepare investment reports and client reviews, sit-in on client meetings and provide other technical assistance.
My interests are wide and varied. I’m an “omnivorous” reader, sing bass in a chamber choir, play the organ and piano. More recently I’ve picked up the violin again and have re-started lessons. I hope to improve quickly!
We’re always on the look out for people who share our values. If you’re looking for opportunities in financial planning, or want to learn more about us, take a look at our careers page.
Whether it's decisions about retirement, children heading off to university, or saving for your first home, our experts will be able to help.
If ‘sort out money' is on your to-do list, you’d benefit from a chat with us to see if we can help.
