Qualifications: DipPFS & Cert (MP)
In the office…
Being a paraplanner means I support Simon and Jeremy with investment and protection recommendations. My days are spent researching the best options out there and making sure things are tailored to suit the individual needs of our clients.
I joined the company in 2022, and since then have been studying for my financial services exams (which I’ve now passed!). I’m eager to learn and keep growing, so it’s great to work in an environment that supports me.
On days off…
I’m a footy fan, so on days off you’ll find me watching a match or relaxing in front of the TV – ideally with plenty of good snacks!
If I wasn’t a paraplanner…
At sixth form, I quite fancied being a psychologist. Financial advice is a VERY different path, but so far, I’m really glad it’s the route I’ve taken.
