Our team are highly experienced and attuned to the financial sectors in which they specialise.


 

Our team come from diverse backgrounds with a broad range of complementary skills.

Sharon Kennedy

Aged Care Adviser 

Sharon has more than 30 years’ experience in the financial services industry and now works exclusively to assist families to negotiate the complexities of the aged care system. She fully appreciates the emotional trauma that partners and families go through when settling a loved one into an aged care facility and prides herself on minimising the worry about all the financial aspects of the aged care process.

Sharon has a Master of Financial Planning, a Graduate Diploma of Financial Planning and an Advanced Diploma of Financial Services all through Kaplan Professional. Sharon is also a member of the Financial Planning Association and the Association of Financial Advisers.

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