Kris Rimando

Background

About Kris Rimando

As soon as my career path from the hospitality industry detoured to the financial world in 2010, I was hooked! I instantly knew this is where I belong, “like a duck to water”, so to speak. And to date… I am a motivated and experienced Paraplanner, with background as a Financial Client Service Officer with over thirteen years of experience in the financial services industry. I am a goal & performance driven professional and have strong interpersonal and time management skills. My expertise delves into basic to the very complex issues and strategies in the preparation of Statements of Advice for clients. I have gained skills to cover in-depth concepts in preparing Statements of Advice and compliant documentation in the preparation of Financial plans for clients on behalf of the Financial Adviser. My role may include but is not limited to Preparing Records of Advice, Statements of Advice, maintaining client records and files, contacting clients from time to time on behalf of the Financial Advisor/Planner, preparing specific product quotes. Good understanding about tools available in the Financial planning software program to assist to create the most complex and strategic Financial Plans.