
Paraplanner/ Financial Planning/ Quickbooks Bookkeeper
Josh's work experiences span various key responsibilities in US Bookkeeping (3+ years) and AU Paraplanning (3+ years). Josh is an experienced Paraplanner with over 3+ years of experience in providing essential support to Australian Financial Adviser in preparing and writing strategic Statement of Advice and Record of Advice in relation to the below key areas:- Personal Insurance - Investments (Bonds, TD, SMAs, Model Portfolio, ETFs & Shares, Managed Funds)- Deb