Pelle started with CFB in 2017, having previously worked within the financial services industry. Pelle brings a wealth of knowledge, enthusiasm and professionalism to all of his work here at CFB.
- Advanced Diploma of Financial Services (FP) Kaplan
- Certificate in Self-Managed Super Funds Kaplan
WHAT are your duties at CFB?
I am the newest Paraplanner in the CFB team – which entails writing the financial plans that are presented by the advisers to our clients. As a paraplanner, we strive to always be recommending a personalized and tailored strategy to each and every client.
My champion role, XPLAN System Administrator, involves ongoing user maintenance support, capability and license management, advice on Xplan versions, site enhancements along with data feed setup and maintenance.
WHAT have you done professionally that you are proud of?
One of my proudest professional moments was successfully completing the Certificate in Self-Managed Super Funds course and putting governance and strategic training around current and future projects within the CFB team.
WHAT are you passionate about outside of work?
I enjoy the outdoors and spending time with our little pug, Fortune (pictured below!). Other activities I am passionate about include soccer, sailing, fishing and kayaking.