Jerome has joined us as our Office Administrator / Paraplanner. He supports our advisers and clients by handling client queries and record-keeping, preparing Statements of Advice, supporting advisers in their review process, and managing compliance and regulatory requirements.

 

Jerome brings a unique skillset to the team, with a background in computer science, graphic design, and digital marketing. He has additionally completed his New Zealand Certificate in Financial Services (Level 5) (Investment). He's looking forward to providing excellent service to Trilogy’s clients.