DENISE ROBERTS

Para Planner and  Client Service Officer

Denise commenced with Sheridans in June 2008.  She has a wealth of knowledge and experience in client service, gained from a variety of roles and positions held within the financial profession since 1983.

As a Client Service Officer and Para-planner at Sheridans, Denise provides administration support to our Financial Advisors. A large part of her role is in the preparation of Statement of Advice documents, financial modelling along with assisting clients with completion and implementation of an array of complex financial documentation.

Denise works closely with our clients in assisting them with the implementation of their financial plan that has been provided by our advisors.