Meet Noah, who is joining us as a part of the Paraplanning team, where he’ll be delving into client strategies and helping with the creation of our clients’ financial plans.  Having graduated in 2024 with a Bachelor of Commerce, majoring in Financial Planning, he’s now focused on building his knowledge and gaining practical experience as he works toward his long-term goal of becoming a financial adviser.

Noah joins us with some experience in the finance sector, having worked part-time at an accounting firm. But it was his passion for connecting with people and making a meaningful difference in their lives that led him to discover financial advice as a career path.

With his friendly and approachable energy, Noah is always up for a chat and brings a curiosity that drives him to grow both personally and professionally. He’s someone who thrives on connection, learning, and a good challenge.

Outside of work, Noah is a true board game enthusiast, often hosting game nights with his friends and family. He’s also always on the lookout for a new book or movie recommendation, so feel free to share your favourites with him. Like many of us in the team, Noah has a love for travel and has spent many weeks exploring Europe and all that it has to offer. When he’s not travelling, you’ll likely find him staying active and is currently training for his first half marathon.