I have worked in the finance industry for several years as a risk focused paraplanner and specialise in the risk arm of the business.
Completed a Diploma of Financial Planning and have ASIC’s legislative requirements to provide advice on insurance broking, risk management, managed investments, superannuation and retirement planning. I successfully completed the Financial Adviser Standards and Ethics Authority (FASEA) exam.
WHY HERE, WHY THIS?
I joined the Sherrin Partners team in 2022 along with the ClearFP business, clients and team members. I am passionate about ensuring each client has the best fit for their individual circumstances and am looking forward to continuing to provide clients with the same quality of advice and service that ClearFP clients are accustomed to with the sufficient scale Sherrin Partners can offer.
BEYOND SHERRIN PARTNERS
In my free time, I enjoy spending quality time with family and playing social basketball.