Meet Sheree Jiminez
As an experienced paraplanner, Sheree loves doing all the behind the scenes review and preparation of financial strategies, projections and research that is so critical when we help clients plan their financial future and achieve their goals, especially as they approach retirement. Paraplanners are a unique breed, mostly known for their attention to detail and focus – Sheree is no exception!
One reason Sheree can focus so well when at work is that she faces 3 sons at home, two of which aren’t yet at school age. That alone would make anyone more relaxed and focussed once they get to work. She loves her boys though of course, and family time is important to Sheree, unless it interrupts her Home and Away addiction on week nights. She obviously didn’t disclose that passion on her CV, but we’ve tolerated it, and like any employees with issues will try to help wean her off it in years to come.