Victor Parker

Senior Paraplanner

The Detailer

My role: I’m a paraplanner and prepare financial advice documents for clients. This includes analysis of clients’ circumstances and goals, and developing strategies and recommendations for them. I also manage clients’ transactions, such as trades, withdrawals, contributions and rollovers.

I enjoy knowing that my role helps clients achieve their financial goals. I like dealing with lots of different people within and outside of the business each day, and ensuring the best outcome for clients is achieved.

My background: I got into financial planning because I had an interest in and had been following the financial markets. I’ve been working at Lighthouse since 2009.

My qualifications:

  • Advanced Diploma of Financial Services (Financial Planning)
  • Accredited Listed Products Adviser
  • Self Managed Superannuation Fund (SMSF) Certificate
  • Margin Lending and Geared Investments Certificate
  • Graduate Diploma of Information Systems (Management) [Central Queensland University]
  • Bachelor of Business (Management) [Central Queensland University]

My life: I spend my spare time catching up with friends, going to the gym and following sports, like soccer, basketball and Formula 1. I also like going to concerts and movies.

My goals: To be financial independent, learn and enjoy life.