At Bellarine Financial Solutions, we have the expertise, experience and resources to help you get wealth, grow it and keep it safe.
Since we opened in [year], Bellarine Financial Solutions has become a leading provider of financial advice with a dedicated team who thrive on this ever-changing, fast-paced environment.
We would like to introduce you to our team.
Sandy Miller
CFP®, Dip FP, Grad Dip Fin Plan
Sandy Miller
Sandy Miller
CFP®, Dip FP, Grad Dip Fin Plan
I commenced working in the financial services industry in 1987 and have been with RetireInvest since 1994. I am a co-Proprietor of the Shepparton office. My desire to assist people with their finances prompted the move into financial planning. I was an owner/manager of a financial planning and insurance business prior to joining RetireInvest. I have a Diploma of Financial Planning from Deakin University. I also hold the internationally recognised Certified Financial Planner® or CFP® qualification from the Financial Planning Association of Australia (FPA). With these qualifications and experience, I am well qualified to help clients to achieve their financial goals.
Qualification
- CFP®
- Dip FP
LinkedIn Sandi Miller
Linda Bourke
Client Services Manager
Linda Bourke
Linda Bourke
Client Services Manager
Linda has been with the team since January 2013 in the role of client services officer. She is most likely the first voice you hear when you ring us, or the first person you see when visiting the office. Linda has 6 years experience in the financial services industry, and has worked in a number of different roles within a variety of financial firms. She brings over 25 years administrative experience to the team.
In her ‘other ’life, Linda is married to Joe and they have four adult children who are all off doing their own things. She lives in Benalla, and enjoys walking her dogs, visiting markets in the region and spending time with family and friends. Linda and Joe also have one very important ambition – to sample ALL of the good red wines in Australia!