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Helping Financial Planning Businesses to Grow |
Our Paraplanners
Below are the personal details of our QAZ Financial Planning Support Paraplanning Team. We envisage that this list will continue to grow as our business expands.
Darryn Westman, DipFP
Darryn is the founder of QAZ Financial Planning Support and has been working in the financial planning industry as a Paraplanner &/or Financial Planner since May 2002. Darryn is located in Sydney's Inner West and is always happy to help out a Financial Planner at the last minute if something is urgent.
Issue |
Experience |
| Commenced | Darryn commenced in the Financial Planning Industry in May 2002. |
| Qualifications | Diploma of Financial Planning, CFP Subjects 1 & 2 (Plus B.App.Sci - Env. Health & Post Graduate Diploma of Env. Health). |
| Planning Software | Expert level: VisiPlan (4 years), XPlan (3 years), AdviserNetGain (1.5 years). |
| Platforms | Asgard Elements & eWRAP, Australian Skandia, Colonial First State, Macquarie Wrap, Australian Executor Trustees (Old Tower Trust) plus more. |
| Topics of Interest | Superannuation, Investments, Retirement Planning, Insurance, Small Business Planning, Cash Flow Management. |
| Special Skills | General IT issues , website creation, template creation (financial planning software & MSOffice Suite). |
| Further Info |