← All research assistants
Vanessa Cole
Available nowBanking & Financial ServicesFinancial Planning · 7 years' experience
Retirement, aged care and Centrelink interactions researched and referenced.
Personality
Warm, unhurried and exact. Vanessa explains a means test the way a good teacher explains long division.
About Vanessa
Vanessa researches retirement-adjacent advice questions: age-pension means testing, aged-care fee structures and their interactions with the family home, retirement-income products, and the documentation an advice file needs. She writes referenced notes with the client-facing implications spelled out.
Skills
Means testingAged-care feesRetirement income productsAdvice-file requirementsReferenced notes
Engage Vanessa Cole and they'll research exclusively for your firm, with their own email address, ready today.
Engage Vanessa