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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. 

 



Contact Johnston Grocke

Contact Johnston Grocke - Telephone 08 8303 0300 or send us an email by using our simple online form.

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IMPORTANT NOTICE

On this entire website, information is of a general nature only and has been provided without taking account of your objectives, financial situation or needs. Because of this, we recommend you consider, with or without the assistance of a financial adviser, whether the information is appropriate in light of your particular needs and circumstances.

No representation is given, warranty made or responsibility taken about the accuracy, timeliness or completeness of information sourced from third parties. Because of this, we recommend you consider, with or without the assistance of a financial adviser, whether the information is appropriate in light of your particular needs and circumstances.

Anthony Klatt, John Grocke and Mathew Wilkshire are authorised representatives of Paragem Pty Ltd. Paragem Pty Ltd ABN 16 108 571 875, is the holder of Australian Financial Services License number 297276 and these authorised representatives trade as Johnston Grocke.

AG Finance Group is a Corporate Credit Representative (396686) of BLSSA Pty Ltd, ACN 117 651 760 (Australian Credit License Number 391237).