Sandy enjoys being a trusted sounding board for her clients. In a world full of information, it isn't always easy to tell what's accurate or relevant. She breaks down complex financial matters into simple, practical advice, so clients can move forward with confidence.
For Sandy, the reward is watching someone move from feeling uncertain to feeling confident about their future.
Sandy has a particular focus on three areas. She helps families navigate difficult life events such as divorce, illness and bereavement, providing guidance when they need it most. She supports people in their 40s and beyond to build confidence in their financial future. And she partners with professionals and small business owners to make the most of their financial opportunities and build long-term security.
Sandy holds Certified Financial Planner® (CFP®) certification through the Financial Advice Association Australia (FAAA), an Advanced Diploma of Financial Services and a Diploma of Financial Services from ThreeSixty Adviser Campus, and a Bachelor of Business, majoring in Banking and Finance, from the University of Technology Sydney.
Outside of work, Sandy is happiest when she's keeping busy. As the daughter of a handyman, she's been picking up tools and learning how to fix things since she was 12, and these days she and her husband tackle DIY projects around the house together. She's also rediscovered her love of detective novels, especially James Patterson, and treasures time with family and friends over good food, wine and conversation.