Experience

Ethinvest

• Australia
• Financial Services
• 1 - 100 Employee

• financial adviser

  • Oct 2019 - Present

  Currently working part-time as I juggle parent & work life Currently working part-time as I juggle parent & work life



PrimeWealth

• Advisor

  • Nov 2017 - Oct 2019



FMD Financial - Expert financial advisers

• Australia
• Financial Services
• 1 - 100 Employee

• Advisor

  • Oct 2013 - Oct 2017



Macquarie Group

• Australia
• Financial Services
• 700 & Above Employee

• Strategic Paraplanner

  • May 2012 - Oct 2013

  I was a member of the national paraplanning team for Macquarie Private Wealth producing SoAs for advisers Australia-wide. Areas of advice covered included Superannuation (SMSFs and retail funds), Cash Flow, Centrelink, Tax Planning, Gearing, Retirement and Estate Planning, with a focus on high net worth clients. I was a member of the national paraplanning team for Macquarie Private Wealth producing SoAs for advisers Australia-wide. Areas of advice covered included Superannuation (SMSFs and retail funds), Cash Flow, Centrelink, Tax Planning, Gearing, Retirement and Estate Planning, with a focus on high net worth clients.



HLB Mann Judd

• Australia
• Accounting
• 500 - 600 Employee

• Paraplanner

  • Apr 2011 - May 2012

  Jacob Financial Planners merged with HLB Mann Judd in May 2012 I was a member of the paraplanning team providing technical support and producing advice documents for a team of 5 advisers. Areas of advice include Superannuation (SMSFs and retail funds), Investments, Centrelink, Insurance, Tax Planning, Retirement and Estate Planning. Jacob Financial Planners merged with HLB Mann Judd in May 2012 I was a member of the paraplanning team providing technical support and producing advice documents for a team of 5 advisers. Areas of advice include Superannuation (SMSFs and retail funds), Investments, Centrelink, Insurance, Tax Planning, Retirement and Estate Planning.



Jacob Financial Planners

• Paraplanner

  • Aug 2008 - May 2012

  As a paraplanner, I had the rare opportunity to work closely with the principal adviser and work with clients through the whole financial planning process. As a paraplanner, I had the rare opportunity to work closely with the principal adviser and work with clients through the whole financial planning process.



Financial Services Partners

• Junior Paraplanner

  • Jan 2007 - Jul 2008

  Having entered the industry through this role, I received valuable training as a junior paraplanner. Having entered the industry through this role, I received valuable training as a junior paraplanner.