Perth, United Kingdom
Paraplanner at Carbon Financial Partners Ltd
Financial Services
Education
Chartered Institute of Insurance 2014 — 2015
Advanced Diploma - AF1: Personal Tax and Trusts, AF2: Business Planning, AF3: Pension Planning
Chartered Institute of Insurance/ Personal Finance Society 2013 — 2013
Diploma in Financial Planning modules: J11 (Wraps and Platforms) and J02 (Trusts), Wraps and Platforms and Trusts
Chartered Institute of Insurance 2010 — 2012
Diploma in Regulated Financial Planning, Financial Planning and Services
The University of Edinburgh 2009 — 2010
Diploma in Legal Practice, Law
The University of Edinburgh 2005 — 2009
Bachelor of Laws (LL.B), Intellectual Property, Contract Law, Property Law, Environmental Law, Medical Jurisprudence
Kilgraston School 1993 — 2005
Experience
Carbon Financial Partners Ltd November 2012 - Present
Carbon Financial Partners Ltd April 2012 - November 2012
Carbon Financial Partners Ltd November 2010 - April 2012
Skills
Financial Services, Investment Strategies, Unit Trusts, Pensions, Strategic Financial..., Wealth, Financial Planners, Investments, Valuation, Holistic Financial..., Asset Management, SIPP, Retirement Planning, Financial Analysis, Risk Management, ISA, Social Media Marketing, Investment Advisory, Fixed Annuities, Inheritance Tax Planning, Microsoft Office, Research, Mutual Funds, Market Research, Management, Private Equity, Investment Management, Banking, Wealth Management..., Trusts, Wealth Management, Income Protection, WRAP, Portfolio Management, Tax, High Net Worth..., Bonds, OEIC, Strategy, Finance, Financial Advisory