I have been a paraplanner for four years and have worked in financial services for a total of nine years, exclusively with Independent Financial Planning firms. I started as an administrator and as I developed my skills, I moved into Paraplanning. I joined Crowe as a paraplanner in February 2023 and am currently undertaking further studies to enhance my professional qualifications.
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We explore the opportunities that onshore bonds provide and why they are a serious contender for an investor’s financial plan.