David Studley
Paraplanner at Neowealth Management
Based in Reservoir, Australia
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Seniority
Staff
Department
Finance & Accounting
Location
Reservoir
Industry
Investment Management
Company size
6
Contact information
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d•••••••@neowm.com.au
Phone
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Background
About David Studley
Currently working as a paraplanner for a small financial planning firm. I have experience with writing simple to complex statements of advice and records of advice, risk and needs analysis as well as financial projections. I also have experience with the implementation of financial advice from my time spent in a client services role, from policies and procedures of the major industry funds to retail platforms. In my current role I also have experience with compliance and ensuring all advice is given in a compliant and 'client first' way.
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