We are delighted to announce that our Research Consultant, Louise Smith has passed her CISI Level 6 Certificate in Advanced Financial Planning. This is a tremendous achievement by Louise. Well done Louise!
We would like to congratulate our Office Manager and Paraplanner, Sarah Kitchen! Sarah has now passed her RO1 exam on Financial services, regulation and ethics. Sarah is always increasing her knowledge within the industry and now just has one more
We are sad to advise that Alyson is leaving us to take some time out to travel around Australia. Alyson’s last working day will be Friday 5th September. We wish her well & thank her for all her hard work
Congratulations to Sarah Kitchen, our Office Manager and Paraplanner on recently passing the Pensions and Retirement Planning exam (R04). This is a great achievement and we are extremely proud, Well Done Sarah.
We would like to congratulate our Office Manager and Paraplanner, Sarah Kitchen! Sarah passed her RO5 exam yesterday on Financial Protection. Sarah is always increasing her knowledge within the industry and gaining further qualifications to achieve the Diploma in Financial
We are delighted to announce that Louise Smith has joined the Lighthouse Financial Planning team as Research Consultant/Paraplanner. Louise has worked in the Financial Planning industry for 16 years and 12 of these have been as an adviser. Louise’s role