Sheena Mcleod Email & Phone Number

Highly motivated and experienced Financial Planner with over 12 years’ experience in the finance and banking industry. Proven history of developing and nurturing strong relationships with a diverse group of clients. Offering robust analytical, research, and organisational skills coupled with a strong technical and methodical aptitude. Effective communicator who quickly builds trust and confidence when exchanging vital information across numerous departments and stakeholders to guarantee pinpoint accuracy.Successfully adheres to government regulated policies and procedures at all times and strives to achieve high standards in all aspects of the role.Key Strengths:• Strong technical financial planning skills, combined with the ability to present strategic solutions and options to clients• Strong client centricity, strong business acumen, the highest level of ethics and familiar with current legislation governing Financial Planning.• Comprehensive technical understanding in the areas of Retirement Income Streams, Risk Analysis, Estate Planning, Superannuation and Wealth Creation Strategies• Outstanding technical abilities and legislative knowledge, with an A-grade compliance record.• Experience producing client-ready SOAs and leading client meetings.

Listed skills include Loans, Retail Banking, Banking, Credit, and 26 others.