I have been in the financial planning industry for approximately 17 years and operate my own business providing specialist support / paraplanning to financial planners throughout Australia. Hastings Financial subcontract me to assist with their paraplanning needs. I work closely with the financial planners to ensure that the Statement of Advice meets compliance requirements as well as their own professional standards.
I am a Certified Financial Planner (CFP) having obtained my Diploma of Financial Planning in 1999 via Deakin University. I am also a member of the Financial Planning Association.