Abigail (Abby) started with CFB in 2008. Abby has a Bachelor of Arts and Teaching (English) and uses these skills in her role as a Para-planner. Abby has also completed her Advanced Diploma in Financial Planning through CFB’s staff enrichment program. Abby manages CFB’s technology back end and is the first point of call for all things IT, Excel and Xplan.
- Advanced Diploma of Financial Planning, Kaplan Professional Education, 2012
- Diploma of Financial Services (Financial Planning), Kaplan Professional Education, 2009
- Bachelor of Arts/Bachelor of Teaching (English), University of New England (UNE), 2008
WHEN did you start with CFB?
WHAT are your duties at CFB?
As a Paraplanner I spend most of my time writing the financial plans that are presented by the Advisers to our clients. I love my role as a Paraplanner as it involves lots of writing, research, comparisons, strategy development, and technical calculations. I get a lot of satisfaction out of knowing that we have recommended the absolute best possible strategy to our clients.
My Champion role, Business Process Improvements, involves designing and creating Excel sheets to enhance CFB’s business processes and create efficiencies within the company. It is amazing what you can do with Excel, it is such a powerful tool and resource.
WHAT have you done professionally that you are proud of?
Redesigning our business and workflow tracking Excel sheets and seeing the resulting efficiencies gained across all areas of the business.
WHAT are you passionate about outside of work?
On the weekend I enjoy playing Bridge (the card game) with my husband Sanath, seeing music concerts, reading by the beach, and most importantly spending time with my Mum and Grandma.
I also enjoy just relaxing at home with our two cats, who are our fur babies, Cloe and Leo.