JANINE MCLEAN | Owner
Not deterred by the challenges associated with being in a new country and learning new rules and regulations, Janine set about implementing a range of adminstration and business processes that remain in effect today. Not only do these processes ensure that clients are serviced in the best possible manner they also ensure that (more importantly) that the clients needs, goals and objectives are met and that new and ongoing business can continue to operate in a smooth and effective manner, whilst also ensuring the Advisers have the most effective use of their time.
Janine was part of the team that helped elevate this Financial Planning Firm to be awarded consecutive Consumers Choice Awards in 2012 and 2013, being named Calgary's No, 1 Choice in the 'Financial Planning Consultants' category. To this day Janine continues an ongoing relationship with this firm through her various contract requirements.
Realising that there was a gap in the market, Janine returned home to Australia in November 2012 and established, what is now known as Financial Planning Support Solutions (or fpss). An Independent Paraplanning and Financial Planning Administration service that provides financial advisers and financial planning practices across Australia (and Canada) with an additional resource to help them meet the ongoing needs of their clients and whilst remaining aligned with their ongoing administration and compliance obligations.
Everything about todays world is continually evolving and Janine's passion to service not only your practice, but also your clients enables you to concentrate on what you do best - advising your clients.
Whether it be help with preparing Statements of Advice, servicing your clients ongoing needs, administration requirements relating to the establishment of your new business or simply something else that you just need help with, fpss and Janine will have the answers you need.
For more information in relation to our services please do not hestiate to contact Janine at 0457 161 958 or click on the contact us link below.
Having worked in the financial planning industry for 10+ years, both here (at home) in Australia and in Canada, Janine's experience in the Financial Planning profession leaves little unturned.
Having established herself as the team administrator and go to girl for a large well respected national firm in Northern Victoria, her knowledge in basic administration, financial planning systems and processing is second to none and totally comprehensive.
After a 12 month break living and working in Ireland, Janine returned to the same Northern Victorian firm where she continued to build her extensive knowledge of the financial planning industry and accepted a Paraplanning role.
With a 'can do' attitude, over the coming years Janine completed her Diploma of Financial Services (Financial Planning), whilst continuing to expand both her strategy and writing knowledge, ensuring that she was comfortable in the preparation of advice documents ranging from simple debt reduction, investment and superannuation switches and rollovers to the more complex strategies relating to Self Managed Superannuation Funds, Retirement Income Streams, Centrelink strategies and Estate Planning advice.
'Everything about todays world is continually evolving and Janine's passion to service not only your practice, but also your clients enables you to concentrate on what you do best - advising your clients'
As Paraplanning and Compliance Manager Janine was responsible for the co-ordination, preparation and review of advice documents on behalf of the firm's 10+ advisers (both internally and externally) and worked very closely not only with the individual advisers, but also in managing both the Paraplanning and Administration teams, workflow and processes whilst also liaising with the corporate office regarding compliance related issues.
In 2010, Janine moved to Calgary, Alberta, Canada and accepted a Financial Planning Administration position working for a relatively new Independent Financial Planning Firm. Whilst rules and regulations regarding the Financial Planning Industry varied, processes, service levels and the day to day adminstration of servicing clients remained similar.