Donna founded Eloquent Paraplanning in 2012. She brings more than 18 years of Financial Planning industry experience to the table across the areas of compliance, paraplanning and advising. She is also a trained copywriter specialising in Financial Services businesses. Outside of the business, she is a keen tennis player, a life-long student of photography and small business marketing.
With so many changes in Financial Services regulations these days leading to more administration work to remain compliant, it’s common for Financial Planners to ask themselves whether they should look into outsourcing their paraplanning.