Lauren Murray

Para-Planner

Lauren has extensive experience as a para-planner in financial planning and regulatory reporting for self-managed super funds (SMSF) compliance requirements. She supports many facets of the practice, communicating assistance for financial advisors, client queries for financial planning including ongoing monitoring and ensuring SMSF reporting is compliant.

Lauren goes above and beyond to ensure queries clients have about to their financial and taxation affairs are responded to in a timely manner.

Areas of Expertise

  • Para-planner
  • SMSF administration
  • Diploma Financial Services (Financial Planning)
  • Diploma Business Administration