Senior
Sharon Walsh
Bsc (Hons), Dip FP
and Director of SRW
I completed a Bachelor of Science (Hons) degree from
Queensland University in 1996 and found that this gave me a sound base
for my work as a Paraplanner, which commenced in 1997.
I entered the industry with the help of my
sister-in-law Jenni Erbel, who provided me with the opportunity to study
the first subject in the Diploma of Financial Planning. In fact, I was
one of the first students at the newly formed Paraplanning
Professionals.
After working in the industry for some years I was
able to establish my own business.
SRW Professional commenced in March 2003. I have
other likeminded professional Paraplanners who work with me to provide
an efficient Paraplanning Service.
Leeann Welsh
B.Com. Grad. Dip FP
(SIA), JP (Qualified), FPA (Aff)
I began working with SRW Professional in 2003 after
leaving my hometown of Brisbane to live in the country with my husband
and my two beautiful daughters.
I completed a Bachelor of Commerce in 1996 at
Griffith University. While working full-time, I then completed my
Graduate Diploma in Financial Planning in 2000 with the Securities
Institute. I worked in the banking industry for eighteen months after
university before entering the financial planning industry in 1998. I
worked as a Paraplanner and then an authorised representative for a firm
in Brisbane for five years before beginning my Paraplanning business
from home.
I enjoy all aspects of my work including the
flexibility of working from home. This allows me to focus on my
full-time job, motherhood.