Client Services Officer - Financial Planning

Laura has worked in a variety of roles within the financial services sector since 2005. Laura joined Sheridans in January 2015 working with our financial planning clients.

As a Client Services Officer at Sheridans, Laura provides administrative support to our Financial Advisors.  Laura’s role is to ensure that our clients receive the highest standard of service possible. Laura is responsible for the preparation of reports for both our clients and advisors along with implementation of both investment and insurance strategies as recommended by our Financial Advisors.

Laura’s professional qualifications include:

  • Bachelor of Banking and International Finance
  • Certificate 4 - Financial Services