Sandra has been involved in the financial planning industry for over 25 years. She joined Euroz Hartleys in 2003 (then Hartleys) and during this time, Sandra consolidated her experience as a Senior Paraplanner in preparing and providing strategic and technical Statements of Advice, complex financial modelling and technical research in the development of client financial plans. She is highly qualified to assist her clients meet their financial goals and investment objectives.
Sandra is passionate on specialising in delivering holistic financial planning advice to clients including superannuation, retirement, social security and insurance together with cashflow planning, debt management, investment structures and tax effective strategies. She incorporates a detailed knowledge of her client’s personal and financial circumstances to provide expert advice solutions.
This in depth understanding of her client’s individual circumstances is accompanied by the creation and ongoing professional management of personalised and tailored investment portfolios to assist in creating long term wealth for her clients.
Sandra graduated with an Advanced Diploma in Financial Services as well as a Graduate Diploma in Financial Planning.