XPLAN
Glenice Langridge
Summary
Ambitious junior lawyer with a solid background in banking, finance, and financial planning compliance. Demonstrated track record of effectively assisting teams in fast-paced, high-pressure settings, showcasing meticulous attention to detail and dedication to providing top-notch service.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Technical Support Officer
Independent Wealth Management
01.2025 - 07.2025
- Develop technical strategies and prepare advice documents.
- Assist support staff with implementing advice.
- Assist with developing procedures.
- Contribute to improving systems, processes and policies.
- Assist with developing and maintaining advice templates.
Senior Paraplanner & Implementation Specialist
Toro Wealth
05.2024 - 01.2025
- Prepare financial advice documents using XPLAN.
- Analyse client data to develop financial strategies.
- Review all client files for the company to ensure sufficient data has been provided to prepare compliant advice documents.
- Prepare step by step instructions for advice implementation.
- Contact clients and guide them through each step of the implementation process until completion.
Case Assessor
National Australia Bank & Big 4 Consultancy Firm
05.2022 - 04.2024
- Reviewed files to determine the appropriateness of financial advice.
- Prepared calculations for financial loss.
- Collaborated with various teams to remediate customers.
- Prepared communications to provide outcomes to customers.
Paralegal and Student Intern
Anika Legal
11.2022 - 03.2024
- Prepared detailed file notes.
- Completed legal research and conducted client interviews.
- Reviewed legal documents and prepared advice.
- Collaborated with lawyers and team members to effectively manage workload.
Senior Paraplanner
MLC Advice / IOOF Holdings
03.2021 - 04.2022
- Prepared financial advice documents using XPLAN.
- Collaborated with advisers to develop strategies.
- Managed adviser expectations to ensure services met SLAs.
Account Manager and Paraplanner
Quill Group
01.2019 - 02.2021
- Assisted with managing 150 clients with entities; SMSFs, Trusts.
- Managed all tasks flowing from the review meetings including processing payments, lodging trades, research, preparing advice documents, and managing the advice implementation.
- Assisted with improving processes and solving problems.
Lead Client Relationship Manager
AMP Advice
01.2011 - 12.2018
- Acted as 2IC.
- Managed seven direct reports.
- Recruited, conducted performance reviews and provided ongoing training.
- Reviewed files for adviser audits to ensure they were compliant.
- Prepared various written communications, reports and documents.
- Planned and coordinated projects to improve productivity.
- Prepare financial advice documents using COIN and Midwinter.
Administrator & Web Support Officer
Regional Development Australia
08.2010 - 01.2011
- Executive Assistant to the Director.
- Prepared the financials for tax lodgement.
- Assisted with various projects and initiatives.
- Assisted with implementing office systems and processes.
- Prepared and presented financial reports for audits.
Credit and Arrears Consultant
Macquarie Bank Limited
11.2009 - 06.2010
- Prepared notices of defaults and letters of demand.
- Negotiated repayment plans and managed contracts.
- Ensured compliance with repayment terms.
Head of Paraplanning
Moneytree Partners
02.2008 - 10.2009
- Collaborated with advisers on strategy development.
- Established and managed a paraplanning team, doubling productivity.
- Prepared advice documents using in-house software for six advisers.
Education
Graduate Diploma - Legal Practice (GDLP)
College of Law
08-2024
Bachelor of Laws - with Distinction
Deakin University
02-2023
Master - Financial Planning
Griffith University
11-2018
Skills
- Detail-oriented analysis
- Flexible problem-solving
- Collaborative teamwork
- Problem-solving skills
- Effective communication
- Effective time management
- Data analysis
Certification
Solicitor of the Supreme Court of QLD - Practising Certificate (Restricted & Volunteer) - 05/2025 - Present
Software
Midwinter
Microsoft Office Teams
Trello
Slack
Timeline
Technical Support Officer
Independent Wealth Management
01.2025 - 07.2025
Senior Paraplanner & Implementation Specialist
Toro Wealth
05.2024 - 01.2025
Paralegal and Student Intern
Anika Legal
11.2022 - 03.2024
Case Assessor
National Australia Bank & Big 4 Consultancy Firm
05.2022 - 04.2024
Senior Paraplanner
MLC Advice / IOOF Holdings
03.2021 - 04.2022
Account Manager and Paraplanner
Quill Group
01.2019 - 02.2021
Lead Client Relationship Manager
AMP Advice
01.2011 - 12.2018
Administrator & Web Support Officer
Regional Development Australia
08.2010 - 01.2011
Credit and Arrears Consultant
Macquarie Bank Limited
11.2009 - 06.2010
Head of Paraplanning
Moneytree Partners
02.2008 - 10.2009
Graduate Diploma - Legal Practice (GDLP)
College of Law
Bachelor of Laws - with Distinction
Deakin University
Master - Financial Planning
Griffith University
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