Dionne Heelis
Head of ParaPlanning
Dionne has been involved in the financial services sector since 1988 having worked her way from being a typist at an insurance company to becoming an Independent Financial Adviser in 2001.
Having gained the CertPFS, CF9 and MAQ Qualifications along with a broad range of client and back office experience she left advising in 2006 to concentrate on providing IFA’s with in depth technical research along with basic compliance.
Dionne is now Head of Paraplanning at Pacific IFA, and is responsible for technical research and maintaining compliance in order to provide Pacific IFA growing number of clients with a high standard of service.
|
