Welcome to Benfield Paraplanning Services,
your trusted partner in financial planning.
Our team, composed of an experienced Australian paraplanning team, is dedicated to delivering exceptional assistance to our valued clients. With over 20 years of experience, we pride ourselves on our discretion, trustworthiness, and quick response times.
Our team is composed of seasoned paraplanners, each bringing a unique set of skills and experience to the table.
Meet Our Experienced Paraplanning Team
Debbie, boasts over 35 years of experience in the financial services industry, with 17 years as a Financial Adviser and the last 3 years as a contract Paraplanner. She holds a Diploma of Financial Planning from Deakin University and is a city dweller with a passion for wining and dining, and a love for her grandchildren.
Experience and Expertise: Our Paraplanning Team
Monika, another key member of our team, has 9 years of paraplanning experience. She has worked with The Practice and NAB Private Wealth/JBWere as a Paraplanner before joining Benfield Paraplanning Services. She holds a Bachelor of Business (Financial Planning) and has been a contract Paraplanner with us since 2018.
Our Paraplanners: A Fusion of Talent and Experience
Kristel Blewitt, with her Diploma of Financial Planning from Kaplan, brings 15 years of financial planning experience to our team, with over 12 years of paraplanning experience.
Our Paraplanning Team: A Symphony of Skills and Experience
Rachael, another esteemed member of our team, brings 12 years of industry experience to the table. She holds a BComm (FinPlan) and a Cert IV in Mortgage Broking, making her a valuable asset to our team. Rachael’s expertise in financial planning and mortgage broking allows her to provide comprehensive advice to our clients, ensuring they make informed decisions about their financial future.
100% Australian owned and operated, on-shore paraplanning service
At Benfield Paraplanning Services, we understand the complexities of the financial planning industry and its compliance requirements. Our team is adept at using advanced tools like Xplan, including WealthSolver, Risk Researcher, and Xtools+.
We are dedicated to offering thorough attention to detail and flawless service to our clients.
We are 100% Australian owned and operated, offering on-shore paraplanning services. Our focus is on extending our knowledge and skills to benefit our clients, ensuring they receive the best advice and solutions tailored to their needs. Trust us to manage your financial planning process with expertise and dedication.