As part of the Story Wealth Management financial planner support team, as an Analyst my role is to provide research and analysis functions to investment and insurance products.
Part of my role also includes assisting in and preparation of advice, in addition to ensuring advice is specific and suitable to each client. Furthermore my role extends to implementation of advice provided. This include actioning investment changes, account applications and submitting/following up of relevant documentation.
I have a passion for the finance industry and am committed to providing the very best for clients through quality services and assisting in tailoring advice to each individuals circumstance.
My qualifications include Bachelor of Commerce with majors in both Finance and Economics along with an RG146 accreditation.