Scale Up Paraplanning

- Client account management
- Workflow and technology transformation, including AI-driven solutions
- End-to-end project management
- Document coding and template development
- Targeted staff and adviser training
- Advice outsourcing oversight

Head of Client Engagement & Back-Office Solutions

Helping financial planning organisations create efficiencies, via:
- change management
- workflow consultation and transformation
- technology (incl. AI) consultation and transformation
- document coding and building templates
- staff and adviser training
- advice outsourcing management

Practice Development Consultant

Bindon-Howell & Associates

Practice Manager

Milestone Financial Services

Ongoing Services Manager

Barnett Lilley & Associates

Paraplanner

Department of Defence

Publishing Editor

Client account management, workflow and technology transformation, AI-driven workflow solutions, and end-to-end project management for financial planning practices and licensees.

Taplio

Katie Cirjak's Linkedin Analytics

Katie Cirjak

Want to drive more opportunities from LinkedIn?

Taplio

.css-1jgreyo{background-image:linear-gradient(284deg, rgba(39,43,72,1) 0%, rgba(33,47,183,1) 100%);color:transparent;-webkit-background-clip:text;background-clip:text;}Katie Cirjak's Linkedin Analytics

Katie Cirjak

Want to drive more opportunities from LinkedIn?

Katie Cirjak's Linkedin Analytics