At FP Assist, we are a team of passionate individuals who focus on delivering quality documents in a timely manner.
We have experience across Compliance, Financial Planning, HR, Process Development and Paraplanning and focus on what is important to our Business clients.
We understand that having a client centric, compliant and well developed Statement of Advice, is essential to communicating to clients, and we work with businesses to meet this need.
We love to communicate and create a friendly approach to working together, and like our clients to feel that our team is an extension of your business.
The team at FP Assistant, lead with experience paraplanning, financial planning, compliance, operations management and HR experience to provide exceptional paraplanning support to businesses all across Australia.
Robyn is a qualified Financial Adviser and started in the industry in 1999 in Industry Super as a consultant and worked her way up to National Account Manager. She continued working for industry funds until Jan 2015 where is switched to giving holistic advice as a Financial Adviser. She is also a specialist in Aged Care advice.
Robyn established Kreate Wealth in 2021 and works with clients to achieve their financial goals. In working with Outsource Paraplanning and seeing the inefficiencies and delays she helped establish FP Assist. In the last 12 months, she has developed a process driven, and quality advice delivery framework, to partner with advice businesses and leads a highly qualified and experienced team, that add value to businesses all over Australia.
Robyn has extensive knowledge and understands various Licensee Standards and leads with a client centric approach.
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