Krishna Yadav

As a Paraplanner at RSW & Associates, I work closely with Ken Ramsay, a seasoned Financial Advisor. Our firm operates under the license of Infocus.

Key Responsibilities:

• Preparing Statements of Advice (SOAs)
• Utilizing Platform: PlatformPlus

Focus Areas:

- Self-Managed Super Funds (SMSF)

- Retirement Planning

- Estate Planning

- Investment Strategies

- Risk Insurance

In this role, I leverage my financial planning expertise to support advisors, ensuring meticulous attention to detail in all client strategies and solutions.

In my role as a Paraplanner at Valenta, I developed expertise in problem-solving, attention to detail, and analytical thinking. I supported financial advisors in superannuation, insurance, retirement planning, and tax-saving strategies.

Experience Highlights:

• Client Support: Assisted 250+ clients with financial advice.
• Software: Used Xplan and Advisor Logic.
• Research: Provided insights with Wealth Solver, Risk Researcher, and Xtools.
• Statements: Created SOAs and ROAs.
• Compliance: Ensured regulatory compliance.
• Implementation: Executed financial strategies.
• Administration: Managed client data, reports, and accounts.