Tracie Martin

I have worked in the financial services industry for over 15 years. Starting at AMP, working in their New Business Team progressing through several boutique financial planning practices associated with dealer groups such as AMP Financial Planning, Hillross, Premium Wealth Management and Count Wealth Accountants as well as independent licencees.

I believe Paraplanning is a integral function to any financial planning business.

Over the past 5 years I have mastered the art of providing this service efficiently and continue to assist financial advisers to grow their businesses.

I am a qualified Para-planner, with a positive, can do attitude. I am dedicated and committed to providing excellence in all I undertake. I am highly motivated and my communication skills enable me to establish and maintain long-term working relationships with Financial Advisers.

I pride myself in providing comprehensive plan writing support that are compliance focused.

Qualifications

 Diploma Financial Planning  -  Kaplan

 Advance Diploma of Financial Planning  -  Kaplan

Employment History

Self-employed - Contract Paraplanner

Agnew Wealth Creations – Premium 
 
Nowra - Para-Planner / Jnr Financial Planner 

Hales Douglass Financial Services 
 
Nowra - Para-Planner / Jnr Financial Planner

Wholistic Financial Solutions

Financial Planning Assistant / Office Manager

Alan Harvey – AMP Financial Planning

Personal Assistant

AMP Life Limited 
Parramatta - Senior Business Acceptance Officer
Trainer

Sharon Forster

I have worked in the financial services industry for 18 years including time at JP Morgan, BT Portfolio Service and boutique financial planning practices in Adelaide and Gold Coast.

Paraplanning is a crucial function to any financial planning business.

Over the past 7 years I have mastered the art of providing this service efficiently and continue to allow clients to grow their businesses and focus on clients rather than back office functions.

As a qualified Paraplanner, I am well known for my positive, can do attitude, my dedication and commitment to providing excellence in all I undertake.

I thrive in a results orientated environment due to being highly motivated. My communication skills enable me to establish and maintain long-term working relationships with Financial Advisers.

I pride myself in providing comprehensive plan writing support that are compliance focused. I offer efficient turnaround times that are competitively priced to suit your budget.

Qualifications

Bachelor of Commerce - University of Sth Australia

Diploma of Financial Services
(Financial Planning) - Kaplan 

REIQ Diploma - Real Estate Institute

Advanced Diploma of Financial Services 
(Financial Planning) - Kaplan 

Employment History

Self-employed - Contract Paraplanner

United Professional Of Australia, Gold Coast
Technical Services Co-Ordinator

JP Morgan Chase (Australia) Ltd - Sydney
 Assistant Treasurer, Manager Data Quality & Control

BT Portfolio Services, South Australia

Reconciliations Officer

RCP Business & Tax Consultants, South Australia
Computerised Accounting Support Services