- Advanced Diploma of Financial Planning
- Graduate Diploma in Financial Planning
- FPA - Financial Planning Association
Over the past 16 years with the practice, my roles have developed with the growth of the business giving me extensive experience and understanding of the advice journey. I’m passionate about helping our clients achieve their personal ideas of Financial Freedom and enjoy seeing how their lives grow and change over time as a result of the quality of the advice and guidance we have provided to them.
Delivering an exceptional level of service and advice needs a combination of trusted, highly skilled staff as well as robust policies, processes and systems in place to support them. The industry continues to undergo change with the goal to help even more Australians achieve financial independence. I strive to help our staff and our clients navigate these changes by identifying and implementing efficencies and opportunities so we can do our part to reach this goal.
To me, the benefits that a trusted relationship with your Adviser can provide, is invaluable.
Sandra's ideas of Financial Freedom
To have choice around how I support and spend time with my family.