Ethan Warren

My role

My role as administrator is to support our team of Financial Planners and Paraplanners to help our clients have the best experience with us and receive excellent service daily.

Background

I started my career back in 2019 working in asset management for 4 years alongside a range of fund managers so I am very comfortable with the journey a client goes through with investments.

Here at balance, working with a team that has such a variety of background in the industry, I am hoping to expand my expertise to more areas of financial services.

What’s important to me

Music and Traveling are very important to me as well as keeping active and spending time with family and friends. I try to travel as much as I can and try new things. I frequently can be found outside of work at the gym or training MMA and Kickboxing.

Qualifications

I have a Level 2 in Customer Services as well as passing exams related to investments and securities.