A little bit about the individuals that make up the Sheehan Financial team.
Principal Certified Financial Planner
My brief is to help New Zealanders become financially free by ensuring all their financial structures savings, mortgages, insurances are working towards their goals. I have been an independent advisor for 15 years and hold a degree in finance, a graduate diploma in financial planning and carry the Certified Financial planner designation.
I am involved as a trustee with the Fifeshire Foundation, have board appointments with Ngati Kuia and Plus4 Financial and enjoy time with my family, socialising with friends and sports.
Senior Financial Advisor
As an experienced Senior Financial Advisor, I assist New Zealanders achieve their desired lifestyle by providing quality, goal focused financial advice. I also provide professional, tailored Insurance solutions in order to protect against financial loss.
As a local Nelsonian I very much enjoy all there is to bring in our beautiful surroundings. I love playing football, gardening, shopping and daily trips to the beach.
I have been in the industry for 23 years and ensure all client enquiries are handled effectively and efficiently in line with our Service level standards. I help new clients come on board and ensure any claims for insurance are expediently sorted.
I enjoy time with my family, baking, I am a regular swimmer and particularly enjoy local body politics.
My focus is making sure we have comprehensive and accurate client information so we can provide quality advice. I ensure we have current information on file, and I keep our providers up to date with any changes.
In my spare time I enjoy cooking, entertaining, gardening and spending time with my husband and dog.
Admin & Communications Officer
I update clients’ annual reports and assist with financial plans. I also help to keeping our clients up to date on promotions and goings-on at Sheehan Financial through our newsletters and Facebook page.
I enjoy crocheting, op shopping and walks along the Maitai.
Want to work with us?
Let’s talk about how we can help you achieve your financial goals.