ANDREA UNSTED – PARAPLANNER
MY WORK HISTORY
I am an experienced Wealth Administrator/Paraplanner with over 30 years’ experience in the Financial Services industry, with varying roles including PA support to Directors, project management, administration, paraplanning, training and event organisation.
I have been working with the same Financial Adviser since 2014 and act as his Personal Assistant, assisting him with the day-to-day management of his clients.
Building positive relationships with both clients and colleagues is essential and I pride myself in delivering a professional service at all times.
I am married with two grown up sons and one black cat.
I enjoy keeping fit at the gym and going on walks in the countryside or at the local beach.