Zindy Allen

Paraplanner

Zindy has been working in the financial planning industry since 2017, gaining experience across a variety of roles, including Paraplanning after completing her Diploma of Financial Planning.

She joined Elysian Wealth Services in 2022 as a Client Services Officer and has since transitioned into a Paraplanner role.

In her role as a Paraplanner, Zindy works closely with advisers to develop tailored strategies and support their implementation. She conducts detailed research, prepares and reviews Statements of Advice, and ensures that all strategies align with client goals while meeting regulatory requirements.

Zindy is passionate about helping clients achieve their financial objectives and enjoys designing strategies that are genuinely in their best interest. She has a particular interest in scenario modelling and product research, which allow her to identify the most suitable outcomes for each client.

Outside of work, Zindy enjoys spending quality time with her daughter, who keeps her busy and brings endless joy.