Kasandra VrglevskiStrategy Team

BCom (Finance), Adv Dip (FS) FP

    Kasandra joined the Strategy team in August 2015, having previously spent eight years as a paraplanner for another financial planning business. As such, she has an excellent understanding of the needs of financial planners.

    In her current role as a paraplanner, Kasandra enjoys providing professional and operational support to financial advisers. She does this through research and modelling to ensure the adviser is adequately informed and can therefore provide appropriate advice to clients. Kasandra also has two years’ experience in client services.

    Outside work her main interests include spending time with her immediate family and traveling to Europe to visit extended family, most of whom live in Macedonia. She also loves visiting Italy.