Paraplanner

Collins House Private Wealth

Shia Jain

B.Comm (Fin), B.A. (Spn), Dip FP.

Shia joined Collins House in May 2018 as a paraplanner and currently assists our Private Wealth team in developing its portfolios, financial products as well as the preparation of financial planning advice documents. Shia graduated from Monash University in 2015 and was awarded with a Bachelor of Commerce and a Bachelor of Arts, majoring in both Finance and Spanish. After completing her Diploma of Financial Planning (RG146 compliant), she commenced her financial planning career working as a paraplanner in the wealth management department of a medium-sized accounting firm, specialising in retirees and high-net worth clients.

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Independent Financial & Investment Advice

Collins House Private Wealth, Independent advice that could save you thousands every year.

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Superannuation Advice

We help you decide on the right Super Fund, and assist in building a flexible strategy that's suited to your lifestyle.

 

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Taxation & Accounting Advice

Collins House Accountants assist you to navigate your way through the Taxation and Compliance maze.

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Estate Planning & Legal Advice

With over 20 years of commercial experience, Collins House Legal assists you to protect assets that matter.

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UK Pension Transfers

With our experienced UK pensions expert resident in Australia, the process is simple and inexpensive.

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