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I have been a Paraplanner for eight years and have over 14 years’ experience in financial planning. I started my career in administration and progressed through various roles from a Paraplanner to a Team Leader and then Manager. However, my love is for Paraplanning, and I joined Crowe in May 2019 to pursue my career solely as a Paraplanner.
I have achieved Chartered status by completing the CII Level 6 Advanced Diploma in Financial Planning and during my studies over the years, I have also obtained the following certifications:
CII Level 4 Certificate in Discretionary Investment Management – CertPFS (DM), CII Level 4 Certificate in Securities Advice and Dealing – CertPFS (Securities) and CII Level 4 Diploma in Regulated Financial Planning - DipPFS.
