Our experienced and professional Management and Administration team have a diverse range of responsibilities, from high end business management through to the day to day essentials. Their tireless efforts are essential in ensuring our Advisers and Client Service Officers are able to focus all of their energy into providing excellent service to our clients.
Database Project Officer
I began my career working for several large risk insurance companies where I experienced first hand the value in having adequate protection in place for yourself and your loved ones.
I then joined the financial planning sector and worked in office management for a boutique financial planning firm and for Donaldson Financial Planning.
Throughout my career I have always believed in building long-term rewarding client relationships based on trust.
In 2011 I began working at Sherrin Partners to share my knowledge of insurance, superannuation and investments with our valued clients.
I began working in the financial services industry in 2009 initially in marketing roles. It was around this time that self-managed superannuation funds were gaining in popularity and I developed a keen interest in this area.
To gain a better understanding of risk, superannuation and investments, I completed my studies in 2013 and obtained a Diploma in Financial Planning.
Sherrin Partners provides an excellent learning environment in the technical aspects as well as seeing first-hand the value in providing fully customised financial advice. I have been a Client Services Officer at Sherrin Partners since 2012 and have recently stepped up into a Client Services Manager role at the start of 2016.
I have a Bachelor of Arts in Applied Theatre and outside of work I enjoy creating magic with my theatre collective and playing soccer.
I joined Sherrin Partners in 2012 to assist with the running of front office Reception. My key function is ‘Director of First Impressions’, ensuring all our valued clients are greeted with a friendly smile and are comfortable when they visit our offices.
I also assist the Sherrin Partners team with administration duties.
When I’m not at work I enjoy researching island cruises for my next family holiday. I really enjoy travelling all over the world with my family.
I am studying a Bachelor of Laws (Honours)/Bachelor of Business dual degree at the Queensland University of Technology and have been thrilled to have the opportunity to gain experience in the financial services industry working with a leading firm.
I’ve particularly enjoyed the diverse experience that I gain on a day to day basis and the challenge of working in a fast paced, highly professional environment.
The position is very rewarding as it provides a perfect balance between my studies and industry experience, ultimately furthering my professional development. In addition to work and study, I love to catch a game of live sport or get away for a weekend at the beach with friends.
I joined Sherrin Partners as the Office Coordinator mid-way through 2016 after working in various office administration and sales roles at Cromwell Property Group, John Holland Pty Ltd and Australian Radio Network.
I look forward to using my diverse experience to assist the team in providing the highest level of service to our clients to help them achieve their lifestyle and financial goals.
In my spare time I love heading along to the Gabba and supporting my football team the mighty Brisbane Lions, attending concerts and having games nights with friends.