Your Plan Solution
Financial Services - Cairns, Queensland, Australia
Your Plan Solution Employees
Your Plan Solution Senior Management
Your Plan Solution Details
I am a sole Paraplanner who provides professional, quality and compliant Paraplanning solutions for all types of Financial Planning practices. Advice scope includes personal risk protection strategies, superannuation, wealth accumulator strategies (incl gearing) and retirement planning strategies incl Centrelink. Extensive knowledge of FirstChoice products. Background working with AMP (Hillross), CBA (Financial Wisdom), Fortnum and self-licensed. Over 14 years industry experience.Specialty area is assisting advisers in connecting the dots between holding a client appointment, determining appropriate strategies and providing complaint and technically accurate pieces of advice that meet best interest duties. I love to provide feedback on files that aims to improve your processes and record-keeping. If you have paraplanning needs, give me a call for a chat to see if we're the right fit 0410 200 151 - Nicole.
