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Becky MacDiarmid

Paraplanner & Adviser Support

Becky has worked in the Financial Services industry for over 7 years’. Becky provides direct support to our Financial Advisers, Chris O'Toole and David O'Connor

Her responsibilities include:

  • Research and analysis
  • Preparing Client financial plans and suitability reports
  • Product research
  • Training solutions and assistance to the administrators

 

Becky is currently working towards gaining her Certificate in Paraplanning.

Career Milestones

Certificate in Regulated Financial Services Operations

Financial Administration Award specialising in Life Products

Financial Administration Award specialising in Pensions