Lambourne Partners acquires new Provisional Financial Advisor

Lambourne Partners acquires new Provisional Financial Advisor

Lambourne Partners has recently promoted Sheree King as their new Provisional Financial Advisor.

Director of Lambourne Partners Wealth, Kurt Purkiss, said Sheree will be an asset to the Lambourne Partners Wealth team, bringing with her knowledge and expertise that will help support their clients with their financial journey.

“Lambourne Partners is extremely pleased to have someone of Sheree’s ability progress her career within the Wealth team to become a Provisional Financial Advisor,” Kurt said.

“Sheree has been a standout in terms of her ability to personalise strategies to support clients in achieving their financial goals including superannuation, retirement planning, investment advice and wealth management, personal injury, and compensation and estate planning.

“I am proud to have witnessed Sheree’s career progression and now have her expertise to continue to strengthen the existing services of our Wealth team,” he concluded.

“I’m thrilled to have been able to progress my career at Lambourne Partners Wealth under the expertise of its exceptional advisors,” Sheree said. 

“I am looking forward to continuing to build on my existing client relationships so I can ensure their financial success is not only achieved but sustained over time. This is just one of the many reasons I am excited about continuing my career at Lambourne Partners Wealth.”

The Lambourne Partners Wealth team has decades of experience in providing tailored strategic and investment advice to clients through services that include financial planning, wealth creation, and investment portfolio construction.

Sheree has over 8 years of experience in Financial Planning including Client Services Manager, Para planner, and Associate Advisor. Sheree is also currently the Secretary of the hyp Board.

Her skillset will continue to enhance the Wealth team’s long-standing and proven ability to meet and exceed client expectations.

“Sheree lives our core values, particularly her care for the clients. It’s a privilege to have Sheree as part of the Lambourne Partners team as the financial planning and wealth management sector continues to progress in a changing environment,” Kurt continued.

“We at Lambourne Partners Wealth continue to evolve by growing our service offering with the expertise required to meet our client’s needs. I am excited to have Sheree as a Provisional Financial Advisor to continue to assist our clients and the community”.

Sheree’s qualifications include a Bachelor’s Degree in Business Finance specialising in Financial Planning, a Diploma of Financial Planning, and an Advanced Diploma of Financial Planning, member of the Financial Planning Association of Australia.

IMAGE | Lambourne Partner’s newest Provisional Financial Advisor, Sheree King.

Lambourne Partners

Lambourne Partners has been providing trusted financial and wealth management advice for the past 36 years. They are a full-service progressive agency of 40 professional advisers and support staff who offer accounting, taxation, business advisory services, business valuations, audit and assurance, financial planning and self-managed superannuation solutions to small/medium businesses and individual clients. 

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