Ryan Jackson BA (Hons) APFS

Chartered Paraplanner

Ryan is a Chartered Paraplanner. He has worked in Financial Services since 2013 and joined Attivo Financial Planning in 2019. Ryan is an Associate of the Personal Finance Society (PFS), part of the Chartered Insurance Institute (CII).

Ryan holds both the Diploma and the Advanced Diploma in Financial Planning.

To achieve Chartered status, Paraplanners must hold Advanced Papers from the CII. Ryan holds the following Advanced Financial Planning Papers:

  • Personal tax and trust planning
  • Investment planning
  • Financial planning process.