Qualifications

  • R01 Financial services, regulation and ethics
  • R02 Investment principles and risk
  • R03 Personal taxation
  • R04 Pensions and retirement planning
  • R05 Financial protection

Jemma Long

Paraplanner

Qualifications

Meet Jemma

Jemma has been working as a paraplanner for the past 3 years and joined us in 2024. On a day to day basis, Jemma works with the paraplanning team to support the financial advisers by gathering plan information, conducting fund analysis and producing suitability reports.

At home

Away from the office, Jemma enjoys going to the gym, going to a Zumba class once a week and going on walks in the sun

In her spare time she likes to go out for meals with friends or try out new recipes at home – anything with food!

Lloyd O'Sullivan
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