Arabella Fleming
Associate Advisor at Perks
Based in Adelaide, Australia
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Seniority
Staff
Department
Finance & Accounting
Location
Adelaide
Industry
Accounting
Company size
219
Contact information
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a•••••••@perks.com.au
Phone
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Background
About Arabella Fleming
Having completed my Bachelors degree in Finance at the end of 2019 I will finish my Graduate diploma in Financial Planning at the end of November 2021. My experience so far as an Advisor support has allowed me to work with various platform providers throughout both the strategic advice formulation stage and the implementation of advice stage. In my role I have written SOA’s and ROA’s for clients as well as learnt communication skills needed in maintaining and creating client relationships. My main areas of focus have been on the paraplanning and meeting preparation stages with an increasing emphasis on strategy formulation and analysis. Creating and developing internal processes to improve workflow efficiency have also allowed me to further develop critical analysis and review skills.
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