Client Service
Vivian Wang
Bachelor of Arts and Graduate Diploma of Financial Planning (Finsia)
Vivian Wang has 5 years’ experience in the financial services industry, specifically in taxation, superannuation and retirement planning.
In her role as Paraplanner and Technical Specialist, Vivian assists the advisers in creating personalised financial models which support the clients’ lifestyle objectives.
However, her broad role does not end there. She is also involved in financial planning strategy work, product research and client liaison as well as in the production of Statements of Advice and client reviews.
Her technical expertise and professional client service ethic ensures that clients receive a consistent level of high quality and timely financial advice. At the same time Vivian has developed excellent relationships with Horizon’s clients.
Vivian looks forward to the future in her role as a Paraplanner - expanding her knowledge, and working in a constantly changing landscape.
Vivian Wang
vivianw@horizonwealth.com.au
Leanne Holmes
Paraplanner and Technical Specialist
Master of Commerce (Financial Planning)
Diploma in Financial Services (Financial Planning)
Leanne Holmes has 5 years experience within the financial services industry, with particularly strong technical knowledge in superannuation and retirement planning.
In her role as Paraplanner and Technical Specialist, Leanne plays an integral role in supporting the advisers and ensuring that Horizon’s clients receive a high level of tailored service and high quality financial advice.
Leanne’s in-depth paraplanning and technical experience has been acquired throughout her career having worked at large financial services firms such as AMP Life and Count Financial.
Overall, Leanne is committed to providing sound technical support and delivering the best possible outcome for all of Horizon’s clients. She is also looking forward to expanding her knowledge in years to come.
Leanne Holmes
leanneh@horizonwealth.com.au