Sharon works alongside our advisers and clients to keep everything moving towards each client’s financial goals. Behind every clear plan and smooth meeting is a team making sure the details are handled, and that is where Sharon comes in.
Helping everyday Australians make informed decisions about their financial future has been one of the most rewarding parts of her career. She sees good client service as a team effort, working closely with the adviser so the client gets a seamless experience from start to finish.
Sharon brings extensive industry experience from Retirement Essentials and Link Advice (MUFG), along with an Advanced Diploma of Financial Planning, a Graduate Diploma of Financial Planning and a Graduate Diploma of Management.
Family is a big part of Sharon’s life. She and her husband stay close to their children and grandchildren through regular visits with parents and extended family. Outside of that, you will usually find her near the water, travelling, or enjoying good food and wine.