Selena De Jesus
Paraplanner
What I love most about this job is that I never stop learning. Every week there's a new process to get my head around or a new idea to make sense of. Plenty of what I pick up here ends up shaping the way I handle my own money and my own life too.
I work behind the scenes with our advisers, helping shape the advice our clients receive on their investments, super and insurance. I prepare the documents and forms that bring that advice to life, and I check every financial detail so that what lands in front of a client is complete and accurate. It’s careful work, and I like it that way. When the small things are right, the big decisions get a whole lot easier.
Outside of work, you’ll mostly find me on the pickleball court. When I’m not there, I’m hunting down new matcha spots around town and playing board games with my friends.