KL
Kobie Loy
Paraplanner at Sherrin Partners
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Work Experience
Paraplanner
Feb 2015 - Present · 9 years and 10 months
Supervisor
Sep 2007 - Feb 2015 · 7 years and 5 months
Company Details
11-50 Employees
Sherrin Partners is a financial advice firm that focuses on more than just your wealth. We are interested in you, in your goals and in the way you see your future. We will spend time with you to deeply understand your values and priorities as well as what keeps you awake at night. Our mission is to empower you to make smart decisions with your money to create the life you've dreamed of. Smart decisions when you get your first job or the top job, when you buy your first home or your holiday home, when you welcome your first child into the world or bravely encourage them to explore the world, when you launch your own business or start longing for retirement. Our qualified advisers are passionate about developing personalized plans to help you build the life you want. Our experience in strategic financial planning, wealth creation strategies, investment advice, insurance, superannuation, retirement planning and estate planning combined with our passion gives you a sense of control and a way to stay in control. The sooner you start, the easier it will be. Talk to us today.
Year Founded
1996
Social Media
LinkedinFacebookTwitter
Industry
Financial Services
HQ Location
Level 5/46 Edward Street Brisbane City, QLD 4000, AU
Keywords
Strategic financial planningpersonal insurancewealth creation strategiesretirement planninggearing strategiestransition to retirementinvestment advicesuperannuation and SMSF adviceestate planningkey person insurance
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