Passionate female adviser looking for a new role with a great business
Previous experience working in a boutique environment providing holistic advice. Up to date with all education requirements. Happy to chat about any opportunities and whether we would be the right fit for one another.
I am a CFP qualified female adviser with over 6 years experience, looking for a new role in or close to the Mornington Peninsula area. Would also consider opportunities in Geelong.
Familiar with Office365, Xplan and also have a Life Centered Financial Planning certificate.