Eleanor Fitchett

Elly joined Crown Wealth Management in 2011 to provide administrative support but was soon promoted and is now a Junior Paraplanner responsible for preparing annual review letters. Eager to progress her career, Elly is working towards her Diploma in Regulated Financial Planning. Outside of work, she enjoys keeping fit and has a passion for cooking with fresh and healthy ingredients.

Qualifications

  • Certificate in Financial Administration and Planning (CeFAPĀ®)
  • CII Level 3 Certificate in Mortgage Advice (Cert CII (MP))

Exams

  • R01 Financial services, regulation & ethics
  • R05 Financial protection
  • CF6 Mortgage advice

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