XPlan

Shanine has a variety of experiences. She started working as a Financial Planning Assistant, she has exposure to XPlan, Accounting tasks, and more.

Edgar has obtained an Advanced Diploma in Paraplanning focused on Australian Financial Planning and Services. He is proficient in Xplan and Midwinter.

Kenneth has 12 years of experience as an Accountant. She handled the US and Australian accounts with an adept background in Taxation, Audit, Accounts Payable, Accounts Receivable, Inventory Management, Credit and Disputes, General Accounting, Inter-Company asset management, Chat, Email, and Phone Support.