Dip. FS (Financial Planning)
Janet is the practice Paraplanner. Janet has been employed at Insync Financial Solutions since its inception in June 2008. Janet’s role is to construct the Financial Plans and Annual Reviews (Statements of Advice) and works closely with Darryl and Cameron in converting the advice strategies into a written document. Janet has a very important technical role in modelling client’s current positions and projected outcomes in a way that is easy to understand.