Sandra has looked after our retirement needs for the past 7 years. This included rolling our superannuation into allocated pensions and then completing application forms for Centrelink. Also helped with a referral to a share broker to enable us to purchase direct shares as we requested a growth strategy.
Sandra has been my adviser for around 10 years professionally guiding us through the different financial stages or our lives Sandra explains our financial scenarios and investment options in plain English. Along with very capable staff it is always a pleasure to deal with Sandra.
SBFPSuite 11, Shop 2, 975 Old Princes Highway
Engadine, NSW 2233
- 8:00am – 4:00pm Monday – Thursday
- Adviser status Bronze
- Number of reviews 3
- First year providing advice 1986
- Years of experience 36
- Diploma of Financial Planning (1-8)
Capitalwise Financial Services