Katie

Katie Burgess

I have been with Efficient Portfolio for over 3 years, working my way up from business administration to a paraplanning position. I have achieved my Diploma in Regulated Financial Planning and am currently working towards chartered status. I also hope to complete my Certificate in Paraplanning within the coming months. My current role within the business is Paraplanner, which involves researching and writing up Financial Plans for our advisers. In the future, my goal is to progress to become a Chartered Financial Planner within the company.
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