At TEAMCORE, I prepare Statements of Advice and Records of Advice for Australian financial advisers. I support strategy modelling across superannuation, retirement planning, investments and personal insurance.
Previously, at MINT BUSINESS SOLUTIONS, I prepared advice documents and used Xplan, AdviserLogic, WealthSolver and Xtools+ for advice preparation and financial modelling. I analysed client information and compared strategy scenarios to support adviser decision-making.
Before moving into paraplanning, I worked in external audit at KPMG SRI LANKA, assessing financial statements and supporting documentation. I also supported financial administration and reporting at ISLAND CLIMATE INITIATIVE.
