PARAPLANNING – Top 10 Questions & Answers

SENIOR PARAPLANNER

Leilani brings a vast knowledge and experience base having worked in several specialist roles within Financial Planning, Military Contracting, Asset and Personnel management. Her experience has been built through an impressive career – from Financial Planning in a boutique practice in Cairns, asset management in the Middle East for the United States Department of Defense, providing technical support and quality control for Centrelink customer service advisers Australia-wide. Having extensively travelled internationally, Leilani has enriched her natural aptitude to communicate confidently in both verbal and written forms. Her empathetic attitude and client focused proposition supports her ability to provide exceptional service whilst establishing deep and enduring relationships. Leilani is a proven leader and the go-to person who understands how to empower people and the process required to get the job done right, the first time.

Leilani

TESTIMONIAL

“I’ve worked closely with Leilani Brown over the past six years. In 2011, we initially employed Leilani as a full-time administration assistant, during which time she also studied and completed in a very efficient fashion her Diploma of Financial Planning. By mid-2013, she had progressed to running the Insurance and Risk component of our business and within a further twelve months became our in-house paraplanner.

For more than six years, Leilani has managed herself professionally, shown excellent communication skills and consistently met deadlines even when under pressure. On a personal level, she’s friendly, conscientious and well-spoken, qualities that have served her well in life and in her various roles within our organisation particularly when dealing with clients.

Leilani is an intelligent and motivated individual. She is capable of producing high quality Statements of Advice across a broad range of advice areas, and has a very strong grasp of the necessary compliance requirements and considerations to ensure the documents are robust.

She is very adept with technology, and utilises various software to ensure that the job is completed on time and to a professional quality. Also as part of her responsibilities, Leilani has developed individual reports and spreadsheets bespoke to the client requirements.

Finally, I’m confident that Leilani will more than adequately fulfil your expectations in producing SoA’s. She is driven, self-confident, proactively helpful, and intelligent in her application to all work matters. The fact that she has worked through different facets of our business from administration, client service, Risk and paraplanning is a benefit to quality SoA preparation.”

Ian Byrne
Director, Ibessa Strategic Financial Specialists