Lauren Morris – Executive Paraplanner
Lauren has worked in the Banking, Finance and Investment Industry for 20 years, where she held roles that included Banking, Financial Planning and Paraplanning.
During this time Lauren owned and operated her own Paraplanning Support business for 10 years, joining Bob Pearce in 2012 and continuing this working relationship now at Ocean Advice.
Lauren provides technical and administrative financial planning support to the firm and its clients, through the production of various advice documents, financial modelling, projections, calculations and strategic/technical input.
This delivers a personalised and tailored outcome for clients and ensures appropriate outcomes are achievable.
