Jack Swan
Chartered Financial Planner @rockwealth
Aberdeen, GB
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+91 *********19
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WORK HISTORY
Oct 2025 — Present
Chartered Financial Planner @rockwealth
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Aberdeen, GB
ABOUT JACK SWAN
Senior Technical Manager at AAB Wealth who holds Chartered Financial Planner status from the Chartered Insurance Institute. I work closely with Financial Planners and Technical Teams to undertake analysis, build detailed cash flow models, produce suitability reports and implement advice.
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