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Financial Planning

After qualifying as a Financial Adviser in the UK, I moved to Australia approximately 7 years ago. Upon entering the Australian market I underwent re-training to establish myself with the required qualification in Financial Planning in Australia, culminating in the completion of all 8 Diplomas of Financial Planning. I have been fortunate to hold a variety of roles in Financial Planning which have allowed me to see the Industry in Australia from many different perspectives. My main focus for the last 5 years has been on Financial Planning Software, and the training of users ( I hold CertIV in Workplace Training and Assessment), and the customisation of this software to meet the needs of individual practices. I have also been involved in the innovation of processes to enable the financial planning practices to run smoother through the use of workflows.

About

$130/hr Ongoing

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After qualifying as a Financial Adviser in the UK, I moved to Australia approximately 7 years ago. Upon entering the Australian market I underwent re-training to establish myself with the required qualification in Financial Planning in Australia, culminating in the completion of all 8 Diplomas of Financial Planning. I have been fortunate to hold a variety of roles in Financial Planning which have allowed me to see the Industry in Australia from many different perspectives. My main focus for the last 5 years has been on Financial Planning Software, and the training of users ( I hold CertIV in Workplace Training and Assessment), and the customisation of this software to meet the needs of individual practices. I have also been involved in the innovation of processes to enable the financial planning practices to run smoother through the use of workflows.

Skills & Expertise

Financial PlanningPlanning SoftwareSoftware DesignTraining

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