Rhys Field

Rhys Field has built a strong career in financial planning, developing extensive expertise in paraplanning, workflow management, compliance, and financial advice documentation. His diverse experience leading both internal and outsourced paraplanning teams, combined with his technical knowledge, enables him to deliver efficient and high-quality outcomes for clients and advisers alike. Since joining the Insight team as Paraplanning Coordinator, Rhys has brought a unique blend of financial planning expertise and technology-driven process improvement to the business.

As Paraplanning Coordinator, Rhys plays a vital role in our advice process. He oversees the preparation of Statements of Advice (SOAs) and Records of Advice (ROAs), ensuring all documentation meets legislative and compliance requirements while maintaining a strong focus on quality and consistency. Known for his attention to detail and problem-solving ability, Rhys is committed to translating complex financial and regulatory concepts into clear, practical advice that clients can easily understand.

His commitment to excellence, compliance, and continuous improvement helps clients navigate their financial journeys with confidence and clarity.

Outside of work, Rhys enjoys reading, travelling, exploring new places, and keeping up with financial markets and investment trends