Terri Halcrow

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Diplomas: 
Adv Dip FP.
Job Title: 
Paraplanner

What role do you play for AFS Clients?

I work closely with our advisers to assist with the formal preparation of advice. My responsibilities extend from researching a Client's existing situation through to research, strategy development and then preparation of advice documents.

Why did you choose the financial planning sector?

I was temping at a recruitment agency where I met Alex Brown, CEO of All Financial Services. After a brief introduction he arranged a formal interview and then offered me a role as a Client Services Assistant. I found the industry to be interesting and exciting with plenty of challenges. Over time I completed industry related studies and progressed through to a Paraplanner role.

Being a 'numbers person' I feel that I am well suited to my role as a Paraplanner and get a lot of satisfaction after the final advice document has been completed which ties the advice process together and starts our clients on a path to a more stable future.

Why work for AFS?

AFS is a progressive and well organised practice which promotes a happy work life balance, strong working relationships and encourages self enrichment.

What does your photo say about you?

If you are looking for me you will find me with my head buried in my laptop.