Dan joined AVT in July 2016 at the start of his career in Financial Services. During his time with AVT, he has worked in both our Client Services Associate(Paraplanner Support) team and is now a trainee Paraplanner working closely with the advisors, carrying out any research and writing suitability reports to support their recommendations.
“It is a pleasure to be working for AV Trinity and I remain thankful for the opportunity they gave me in 2016. Working for a Chartered Financial Planning Firm gives me the best chance of building my knowledge and experience of the more complex financial planning cases. In my spare time I enjoy socialising with friends and walking my dog.”