With 29 years of working in the Financial Services Industry, 20 years specifically relating to the area of Financial Planning, Ricki-Lee has gained accreditations in ADFS & SMSF.
Ricki-Lee’s career has enabled her to develop a diverse range of skills in Business Administration, Practice Support, Advice Assurance and Compliance.
Prior to joining Executive Paraplanning & Services Ricki-Lee spent 8 years specialising in the area of compliance where she worked closely with key stakeholders. Her role included presenting at Professional Development / Conferences, the auditing of adviser client files and providing training to advisers and their staff on compliance processes.
“I have a passion for Financial Planning, with the view of clients receiving Quality Advice and the right solution. My vision involves Advisers being able to do their job, with the assistance of our services allowing them to provide Quality Advice in a complaint manner.”
In July 2015 Ricki-Lee resigned from her position with ANZ Global Wealth to become a partner with Executive Paraplanning & Services. (EP&S)