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Christine joined the Firm in August 2010, as compliance administrator.
In July 2013, as a direct result of the business expanding, Christine commenced her formal training to become a Paraplanner. In short, a Paraplanner carries out much of the preparation work for one or more Financial Advisers, and completes many of the ‘non-client facing’ tasks involved in preparing the advice for presentation, & dealing with the resultant paperwork.
Christine now carries out much of the important analysis work which enables the advisers to concentrate on their prime role of enabling clients to reach for their financial goals.