Get in touch
What’s the best thing about Crowe Financial Planning?
We all want to achieve the same goal, which is to ensure our clients receive the best possible outcome and we achieve this by helping each other and being team players.
Tell me about your role?
I am a Senior Paraplanner and Julian Hanrahan’s Financial Planning Executive (FPE). This involves attending client meetings to discuss their current and future objectives, formulising a strategy to meet those objectives and outlining our research and recommendations in a report for our client which is clear and concise.
What is important to me when delivering client service?
That the client is satisfied and I have done everything possible to ensure that our client’s questions have been dealt with efficiently and they experience a smooth journey throughout the initial advice process and on an ongoing basis.
My favourite film.
Step Brothers.
What matters to you most in three words?
Family, success and health.
What do you enjoy most about your role?
Meeting new people and the varied research that I have to undertake. No client is the same and therefore, each meeting and subsequent recommendation report are different. You are constantly learning on the job.
Step Brothers.
My favourite
film
Meeting new people and the varied research that I have to undertake. No client is the same and therefore, each meeting and subsequent recommendation report are different. You are constantly learning on the job.
What matters to you
most in three words?
Meeting new people and the varied research that I have to undertake. No client is the same and therefore, each meeting and subsequent recommendation report are different. You are constantly learning on the job.
What do you enjoy most
about your role?
That the client is satisfied and I have done everything possible to ensure that our client’s questions have been dealt with efficiently.
What is important to me when delivering client service?
I am a Senior Paraplanner and Julian Hanrahan’s Financial Planning Executive (FPE). This involves attending client meetings to discuss their current and future objectives, formulising a strategy to meet these objectives and outlining our research and recommendations in a report for our client which is clear and concise.
Tell me about
your role?
We all want to achieve the same goal, which is to ensure our clients receive the best possible outcome and we achieve this by helping each other and being team players.
What’s the best thing about Crowe Financial Planning?
Get in touch