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Caroline joined Perspective in 2018 and is a qualified Paraplanner having started as an Administrator.

Caroline is working towards her DipPFS, having passed R01, R02 & R03, and is about to begin R04. She is looking forward to the challenge of studying for the CII exams and is now able to apply her knowledge to ‘real life’ situations.

She particularly enjoys the challenge of trying to explain and articulate often quite complicated, technical concepts and rationales to clients in their Suitability Reports so our clients can make sound choices with their finances.

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