Sheree King

Sheree brings over 8 years of invaluable experience to the financial planning industry, demonstrating expertise in navigating complexities and delivering tailored solutions to meet diverse client needs. Sheree holds a Bachelor’s Degree in Business Finance specialising in Financial Planning, along with a Diploma of Financial Planning and an Advanced Diploma of Financial Planning.

Sheree specializes in providing personalised and effective strategies across various areas including superannuation, retirement planning, investment advice, wealth management, personal injury and compensation payments, family law settlements and estate planning. Her passion lies in understanding the unique needs of her clients and formulating personalised strategies that empower them to achieve their financial goals. She places great importance on fostering genuine and meaningful connections with her clients to ensure not only their financial success but its sustained achievement over time.