Rachel Bragg
Director at Franc Paraplanning- Claim this Profile
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Bio
Experience
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Franc Paraplanning
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Australia
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Financial Services
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1 - 100 Employee
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Director
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Aug 2018 - Present
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Just Living The Dream
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United Kingdom
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Technology, Information and Internet
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Our Housesitting Lifestyle Blog
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Feb 2016 - Present
JLTD stands for Just Living the Dream and this is exactly what the blog is about, this is our personal blog to share our lifestyle. My husband and I do things slightly outside the box and permanently house sit, while maintaining careers and a busy schedule. We live a minimalistic and simple life that we love. If you are interested in seeing more, please head to www.jltd.com.au JLTD stands for Just Living the Dream and this is exactly what the blog is about, this is our personal blog to share our lifestyle. My husband and I do things slightly outside the box and permanently house sit, while maintaining careers and a busy schedule. We live a minimalistic and simple life that we love. If you are interested in seeing more, please head to www.jltd.com.au
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Business Owner
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Jan 2017 - Aug 2018
I have had the privilege of working with some fantastic Financial Advice businesses throughout my career and have had access to amazing mentors and colleagues. During this time, I have developed my skills as a Paraplanner over several licences with different compliance environments that are constantly changing. I have learned to construct complex advice strategies in all areas of advice including the specialised area of Aged Care. I have decided to use my experience as well as my niche skills in Aged Care Advice to provide affordable paraplanning to advisers.
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Paraplanner
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Mar 2013 - Dec 2016
I am experienced in creating compliant and personalised advice documents in all areas however, in my current position specialise in Aged Care strategies and Retirement Planning. I am experienced in creating compliant and personalised advice documents in all areas however, in my current position specialise in Aged Care strategies and Retirement Planning.
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Client Services Officer
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Sep 2010 - Jan 2013
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Education
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Curtin University
Bachelor’s Degree, Commerce and Business Law -
Kaplan
Diploma of Financial Services (Financial Planning), Financial Planning and Services