Melissa Robin
Associate Adviser / Paraplanner - 100% Remote at Ebb + Flow - Mackay, Queensland, Australia
Melissa Robin's Colleagues at Ebb + Flow
Melissa Robin's Contact Details
HQ
Location
West Mackay,Queensland,4740,Australia
West Mackay,Queensland,4740,Australia
Company
Ebb + Flow
Ebb + Flow
Melissa Robin's Company Details
Ebb + Flow, outsourced Associate Adviser + Paraplanning service.We can undertake a myriad of tasks including attending client meetings via Zoom, taking file notes, analysing client needs, objectives, and goals, formulating strategy, undertaking research, analysis, data entry, review preparation, and writing fully compliant Statements of Advice.Ebb + Flow are about helping Advisers get the most from their day and building relationships with their clients - and enjoying the journey along the way.
Frequently Asked Questions about Melissa Robin
Melissa Robin currently works for Ebb + Flow.
Melissa Robin's role at Ebb + Flow is Associate Adviser / Paraplanner - 100% Remote.
Melissa Robin's email address is ***@mx2.com.au. To view Melissa Robin's full email address, please signup to ConnectPlex.
Melissa Robin works in the Financial Services industry.
Melissa Robin's colleagues at Ebb + Flow are Katie Colman and others.
Melissa Robin's phone number is