Rhys Swarbrick is a paraplanner, playing a crucial role in preparing Statement of Advice documents, financial modelling, and other planning documents. She holds a Cert 3 in Business, a Diploma in Financial Planning, and a Cert 3 in Fitness from Skills Queensland, Kaplan, and Binnacle.
In her role, Rhys excels in teamwork, problem-solving, and work ethic, collaborating with paraplanners and administration staff to prepare advice. She seeks innovative solutions and goes the extra mile to ensure clients have peace of mind. Rhys loves sports, including netball, rugby league, touch football, social soccer, and running. She values time with family and friends and is an avid rugby league fan. Music and podcasts are also among her interests.
Rhys began her journey at COSCA in 2016 as a Client Services Officer. She worked in retail and community services before joining COSCA. Rhys has progressed to a paraplanning role, which she enjoys as it supports the advice given to clients.
Personal relationships and health are paramount to Rhys. She often spends time with loved ones, playing sports, or running. Committed to lifelong learning, Rhys plans to continue growing both professionally and personally. She balances a passion for work with an active and fulfilling personal life.
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