Hoa holds a degree in Commerce (Accounting and Finance), Advanced Diploma of Financial Planning and has over 5 years of experience in the financial services industry.
Through previous roles in client services and adviser research support, Hoa continues to apply her experiences and knowledge to her current role as a Paraplanner at EJM Financial Services.
Hoa helps creating client happiness by delivering quality Statement of Advice (SoA) and other advice documents.
- Bachelor of Commerce (Majors in Accounting and Finance) at Monash University
- RG146 Compliant
- Advanced Diploma of Financial Planning
More about Hoa
- Travelling the world
- Participates in yoga, cycling and snowboarding
- Enjoys camping and hiking