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