Kim Mooney
Senior Paraplanner
Supplementing our Advisers with technical support in the development of strategic advice.
As the head Paraplanner for Hello Wealth, Kim holds a Bachelors Degree in Legal and Justice Studies and a Diploma in Financial Planning. She is responsible for the production of Statement of Advice documents, financial modelling and other financial planning strategy assistance with thorough research and keeping up to date with current compliance and market trends.
Kim brings her vast knowledge of the industry and variety of strategic and product provider information for unbiased and holistic advice.
Kim enjoys bringing professional and operational support for our Financial Advisers and clients, to enhance the financial benefits of all clients regardless of their life stage.