About
I’m a Paraplanner at Menzies Wealth Management, where I support our Financial Planners with a range of paraplanning tasks. This includes preparing financial plans and reports, researching investments ,pensions, insurance, tax strategies and analysing client information to create cash-flow projections.
I hold a BSc in Mathematics and a Diploma in Financial Planning and I’ve been working in the financial planning industry for almost 10 years.
Outside of work, I enjoy keeping active, travelling and spending time with family and friends.