At Hudson Financial Partners, I provide dedicated administration and paraplanning support to one financial adviser, coordinating advice preparation and daily priorities. I use AI-assisted research and drafting with source checks and adviser review.
At Finnacle, I prepared strategy research, modelling and advice documentation, and built Excel Financial Health Reports, calculators and task-management tools around adviser requirements. Earlier, at TOA Global, I prepared Statements of Advice, financial models and product comparisons for professional review.

