AeroLeads people directory · profile
Sandra Whitear Email & Phone Number
Customer Success Manager
at
Plutosoft Financial Planning Software
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Role
Customer Success Manager
Location
Sydney, New South Wales, Australia
Company size
Who is Sandra Whitear? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Sandra Whitear is listed as Customer Success Manager at Plutosoft Financial Planning Software, a company with 15 employees, based in Sydney, New South Wales, Australia. AeroLeads shows a matched LinkedIn profile for Sandra Whitear.
Sandra Whitear previously worked as Taking a break while looking for my next opportunity at Tbc and General Manager at Hunter Wealth. Sandra Whitear holds Graduate Diploma Of Financial Planning, Financial Planning And Services from Kaplan Professional.
Company email context
Email format at Plutosoft Financial Planning Software
This section adds company-level context without repeating Sandra Whitear's masked contact details.
Plutosoft Financial Planning Software
Review company-level records connected to Sandra Whitear before choosing the right outreach path.
Profile bio
About Sandra Whitear
As a seasoned financial adviser and operations manager at a high net worth practice, my skills lie at the intersection of compliance, process optimization, policy development, and leveraging technology to enhance operational efficiency and client experience.I'm passionate about delivering unparalleled value to clients by combining industry expertise with cutting-edge technology and a relentless commitment to compliance and excellence. Dedicated to staying ahead of the curve in an ever-evolving financial and technological landscape, I thrive on challenges and opportunities to drive positive change and help our industry deliver more advice to more Australians.
Current workplace
Sandra Whitear's current company
Company context helps verify the profile and gives searchers a useful next step.
Plutosoft Financial Planning Software
9 roles
Sandra Whitear work experience
A career timeline built from the work history available for this profile.
Taking A Break While Looking For My Next Opportunity
Current
Tbc
Aug 2024 - Present
General Manager
Hunter Wealth
Apr 2023 - Aug 2024
Adviser / Advice Operations Manager
Hunter Wealth
Aug 2020 - Apr 2023
Adviser
Hillross Cbd (Now Hunter Wealth)
Jan 2011 - Aug 2020
Paraplanner / Administrator
Cbd Financial Planning (Now Hunter Wealth)
Apr 2007 - Dec 2010
Aug 2002 - Mar 2007
Personal Assistant
Various Investment Banks
May 2000 - Apr 2002
Service Centre Co-Ordinator
Jan 1997 - Apr 2000
3 education records
Sandra Whitear education
Graduate Diploma Of Financial Planning, Financial Planning And Services
Advanced Diploma Of Financial Planning, Financial Planning And Services
Kaplan Education
Diploma Of Financial Services (Financial Planning), Financial Planning
Finsia
FAQ
Frequently asked questions about Sandra Whitear
Quick answers generated from the profile data available on this page.
What company does Sandra Whitear work for?
Sandra Whitear works for Plutosoft Financial Planning Software.
What is Sandra Whitear's role at Plutosoft Financial Planning Software?
Sandra Whitear is listed as Customer Success Manager at Plutosoft Financial Planning Software.
Where is Sandra Whitear based?
Sandra Whitear is based in Sydney, New South Wales, Australia while working with Plutosoft Financial Planning Software.
What companies has Sandra Whitear worked for?
Sandra Whitear has worked for Plutosoft Financial Planning Software, Tbc, Hunter Wealth, Hillross Cbd (Now Hunter Wealth), and Cbd Financial Planning (Now Hunter Wealth).
How can I contact Sandra Whitear?
You can use AeroLeads to view verified contact signals for Sandra Whitear at Plutosoft Financial Planning Software, including work email, phone, and LinkedIn data when available.
What schools did Sandra Whitear attend?
Sandra Whitear holds Graduate Diploma Of Financial Planning, Financial Planning And Services from Kaplan Professional.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial