As a Paraplanner at Profusion Planning it is my role to work with your financial adviser to help create your financial plan and the reporting to support that.
I’ve worked in the UK and Australia for over 25 years so I have plenty of experience developing effective financial strategies and plans for clients. It’s great work and always pleasing to know that we can help people move into retirement with no worries and help families plan for a better financial future.

Already holding a number of formal financial qualifications, I have also completed a Diploma of Financial Services.