Our Financial Planning team includes:
Louise, our Administration Manager for Financial Planning Services, commenced with us in July 2002. Louise has extensive work experience in the UK banking and finance industry and has enjoyed taking up new challenges in the Australian financial services industry.
Louise’s other interests include travelling around Australia, reading and crosswords.
Vic is a paraplanner for our Financial Planning Services, who commenced with us in November 2008. He has completed a Bachelor of Science and an MBA, which he gained at University in India. He also holds a diploma in Financial Planning which he completed in 2004 with Kaplan. He is currently undertaking his advanced diploma in Financial Planning.
Vic's other interests include playing sports in particular Tennis and Cricket, he also speaks Punjabi.
