Client Service Officer - Financial Planning

After 12 years as Office Manager with a boutique Financial Planning Licensee, Lynda joined Sheridans in May 2012. She has brought a wealth of experience to Sheridans, gained over many years of working with large and small financial institutions, having held various key administrative roles within the financial services sector.

As well as providing client services and administrative support for our Financial Planning team, Lynda also assists the Directors of Sheridans Financial Services Pty Ltd (our Licensee Company).  Her responsibilities extend to ensuring compliance related matters associated with our Financial Services License held with the “Australian Investment and Securities Commission” (ASIC) are in order.

Lynda enjoys many things in life including the arts and all things sports.