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Lovely Placido - Paraplanner

Lovely is a paraplanner in our financial planning division. Prior to joining Y Partners, Lovely worked with Accenture. As a paraplanner, Lovely is responsible for reviewing documentation, confirming strategies, completing financial modelling and providing compliance recommendations. Lovely has experience with risk and retirement strategies, as well as super and investments outside of super.

One of Lovely's favourite books is 'Rich Dad Poor Dad' by Robert Kiyosaki. In her spare time, she has started an online store as she loves the idea of having her own business.

 

Qualifications

Bachelor of Science in Industrial Engineering

  • Emai Lovely Placido
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