Hillross

Sandra Whitear
Adviser / Advice Operations Manager
Hunter Wealth. L10 20 Hunter Street SYDNEY NSW 2000

Sandra chose financial planning as she enjoys helping people navigate their financial situations to achieve their goals over the long-term.

Her career in financial services started in 2007 and during that time has held a range of positions. In her current role, her  focus is supporting the team to provide high quality financial advice to our clients by managing many of our advice operations functions including the increasing level of compliance required across the industry.

What's your idea of Financial Freedom?

Qualifications
& Memberships

  • Advanced Diploma of Financial Planning
  • Graduate Diploma in Financial Planning
  • FPA - Financial Planning Association

Areas of
Expertise

Estate planning
Insurance
Investments
Self Managed Super Fund
Superannuation

Over the past 13 years with the practice, my roles have developed with the growth of the business giving me extensive experience and understanding of the advice process. I enjoy seeing how our client’s lives grow and change over time as a result of the quality of the advice and guidance we have provided to them.

I also manage many of our advice operation functions including the increasing level of compliance required across the industry. This is an important aspect of any financial planning business to ensure the delivery of quality advice.

To me, the benefits that a good relationship with an Adviser can provide, is invaluable. 


Sandra's ideas of Financial Freedom

To have choice around how I support and spend time with my family.