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Hi evreyone, my name is Mark and I run an off-site contract paraplanning business called Roosevelt Financial Consultants. I have been paraplanning for 9 years, with extensive experience in all facets of financial planning and advice.
I started the business a little over a year ago and specialise in SMSF, direct property investment and Estate Planning, although I also do work across the whole spectrum of financial planning options.
Having worked exclusively in boutique firms for the 8 years before I established Roosevelt Financial Consultants, this gives me the advantage over others of being able to understand and provide a significant working knowledge of all financial planning options. I also write a blog about contract paraplanning, which as far as I’m aware, is unique in the marketplace.
Feel free to check out my website at http://www.rooseveltfc.com.au. You can also access the blog from there.