Mariane Ines Paraplanner / Administrator
Areas of expertise
- Assists in preparation of advice documents
- Cashflow projections
- Rebalance investments
- Superannuation and SMSF
- Retirement planning
Education
- Diploma in Financial Planning, Kaplan
- MSE, Computer Engineering, Polytechnic University of the Philippines
- BS, Computer Engineering, AMA Computer College
With years of experience in paraplanning, administration, and project management, Mariane has the breadth and depth of experience needed to quickly understand the business.
Events
How can we help you?
Contact us at Smart Wealth Financial Solutions office or submit an inquiry online.
I am exceptionally happy with the quality of the advice and service that I continue to receive from Chris. Over the years I have been impressed with his breadth of knowledge and expertise, and his ability to deliver it in a simple to understand manner.
Tony Marshall
Long term client