B.Bus, Graduate Diploma Management (AGSM)
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Risk Adviser
Sandy is a Risk Adviser who provides specialist risk expertise within the Financial Planning Division of ESV Strategic. With 20 years experience in financial services as an accountant, private banker and adviser, Sandy provides her clients with a unique service combining solid expertise and commercial acumen.
Sandy’s professional experience has been gained as a Chartered Accountant with Price Waterhouse Coopers and Schroders Australia. Sandy has also worked as a Private Banker for Investec Australia and Risk Adviser with Centric Wealth Advisers.
A high calibre professional who values integrity, trust and developing long-term relationships with her clients. Sandy’s high service ethic is greatly valued by her clients who include high net worth individuals, professionals and business owners.
Sandy draws on a comprehensive understanding of the financial, personal and lifestyle criteria that underpin the assessment of risk for both individuals and business owners. She assists her clients in ascertaining risk areas of concern and providing independent advice as to the best structure and most appropriate risk cover to meet her clients’ needs.
Sandy’s background provides her with an extensive skill set to offer specialist risk advice in the area of buy/sell agreements for business owners.
When not advising clients on risk minimisation strategies, Sandy spends her time playing golf, tennis or running and spending time with her family.
Sandy is authorised to provide services covering advice and dealing in financial products in the specialised areas listed below:
• Income Protection Insurance
• Term Life Insurance
• Trauma Insurance
• Total & Permanent Disability Insurance
• Key Person Insurance
• Business Expenses Insurance
• Super Term Life Insurance
• Buy/Sell Insurance
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