Harold is a paraplanner with primary responsibilities that include assisting Australian Financial Advisers with their product research, review documentations, drafting advice documents from basic ROA to the most complex SOA, allowing them to spend more time working directly with clients. Harold remains one of the highly-trusted paraplanner of the company.

Harold graduated with a bachelor’s degree in finance and accounting from Monash University. He has held many positions in the financial field and is now working as a dedicated paraplanner to Bluegum Wealth supporting Paul in formulating compliant and accurate advice for his clients.

On his days off from paraplanning, he enjoys swimming and spending time with his wife and two children. He enjoys bringing his children on trips and believes that little things make a big difference in children’s lives.