Paragem has announced the appointment of Ms Sonya Choi La Rosa to General Manager bringing more than 20 years leadership experience across adviser operations, technology, transformation, paraplanning and policy.
Earlier in her career Ms Choi La Rosa practiced as a financial planner, more recently working in program management, change and business readiness.
Prior to joining Paragem, Ms Choi La Rosa held management roles at BT Financial Group, Mercer and Citi Smith Barney (now Morgan Stanley Wealth Management).
In her almost six years at BT Financial Group, Ms Choi La Rosa worked to redesign and increase efficiencies across advice documentation and policy, established business technology support services for advisers, and led advice operations transformation programs.
Paragem Managing Director Mr Nathan Jacobsen said the appointment reflects continued investment in providing services to advisers.
“We stand by the industry and our advisers during this period of change. Ms Choi La Rosa’s experience and skillset supports further growth in our services to advisers. We welcome her to the team and look forward to an exciting future in partnership with our advisers.”
Ms Choi La Rosa has an MBA with a specialisation in Technology from the University of New South Wales. She has a green belt in lean six sigma process improvement (UTS) and holds a Graduate Diploma in Financial Planning (FINSIA).
