In 2019, Reed Paraplanning was established out of our passion to ensure Australian clients can feel confident in the financial advice they are receiving. By producing high quality, compliant documents that are easily understood, your clients can feel secure in the financial decisions you help them make.

 

Bree-Anna Reed has worked in the Financial Services industry since 2011, gaining invaluable knowledge working across several roles, including Advisory, Compliance and Paraplanning. Bree-Anna most recently held a senior Paraplanning position with Australia’s largest Financial Services Licensee, where she was able to diligently lead her team to produce quality, compliant advice documents to a significant adviser base.

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Brittany Reed began her career in the Financial Services industry in 2015, quickly establishing herself as an integral team member of a large Brisbane-based Financial Planning firm. While progressing from Client Services Management to Paraplanning, the business evolved to a self-licensed Australian Financial Services Licensee, allowing Brittany to further develop her professional skill set.