Sandra Whitear

Sandra Whitear Email and Phone Number

Customer Success Manager @ Plutosoft Financial Planning Software
Sydney, NSW, AU
Sandra Whitear's Location
Sydney, New South Wales, Australia, Australia
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.

Sandra Whitear's Current Company Details
Plutosoft Financial Planning Software

Plutosoft Financial Planning Software

View
Customer Success Manager
Sydney, NSW, AU
Website:
plutosoft.com.au
Employees:
15
Sandra Whitear Work Experience Details
  • Plutosoft Financial Planning Software
    Customer Success Manager
    Plutosoft Financial Planning Software
    Sydney, Nsw, Au
  • Tbc
    Taking A Break While Looking For My Next Opportunity
    Tbc Aug 2024 - Present
  • Hunter Wealth
    General Manager
    Hunter Wealth Apr 2023 - Aug 2024
    Sydney, New South Wales, Australia
  • Hunter Wealth
    Adviser / Advice Operations Manager
    Hunter Wealth Aug 2020 - Apr 2023
    Sydney, New South Wales, Australia
  • Hillross Cbd (Now Hunter Wealth)
    Adviser
    Hillross Cbd (Now Hunter Wealth) Jan 2011 - Aug 2020
    Sydney, Australia
  • Cbd Financial Planning (Now Hunter Wealth)
    Paraplanner / Administrator
    Cbd Financial Planning (Now Hunter Wealth) Apr 2007 - Dec 2010
    Sydney, Australia
  • Jpmorgan
    Personal Assistant
    Jpmorgan Aug 2002 - Mar 2007
    Personal Assistant to the IT Manager for Australia
  • Various Investment Banks
    Personal Assistant
    Various Investment Banks May 2000 - Apr 2002
    London, United Kingdom
  • Davidson Trahaire Corpsych
    Service Centre Co-Ordinator
    Davidson Trahaire Corpsych Jan 1997 - Apr 2000

Sandra Whitear Education Details

Frequently Asked Questions about Sandra Whitear

What company does Sandra Whitear work for?

Sandra Whitear works for Plutosoft Financial Planning Software

What is Sandra Whitear's role at the current company?

Sandra Whitear's current role is Customer Success Manager.

What schools did Sandra Whitear attend?

Sandra Whitear attended Kaplan Professional, Kaplan Education, Finsia.

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