Years of experience: 26

Office AdministratorOffice AssistantExecutive AssistantPersonal AssistantAdministrative AssistantAssistant

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Sheila's Career Path
Director/Financial PlannerJun. 2024 -
Present
TimeWise Professional ServiceDirector/Financial Planner
Australia, MelbourneAs Director and Financial Adviser at TimeWise Professional Service Pty Ltd, I lead a values-driven practice delivering tailored, client-centric advice with integrity and precision. With specialist accreditation as an SMSF Adviser (SSA) and expertise in social security strategy and age care, I support both Mum's and Dad's client to high-net-worth individuals. My objective is compliant, out...
Senior Client Services Specialist- Retirement SupportAug. 2023 -
Aug. 2024
CareSuperSenior Client Services Specialist- Retirement Support
Melbourne, Victoria, AustraliaAbsolutely Ecstatic - to have commenced this role with CARESUPER - An incredible opportunity with some fabulous people!!! Looking forward to the future in this very Dynamic Company.
TimeWise -ConsultingOct. 2022 -
Jul. 2023
TimeWise Professional Service -Trading AsTimeWise -Consulting
Melbourne, Victoria, AustraliaTimeWise Consulting was established to provide vital support and advocacy to the Loch Sport community, with much of the work delivered on a pro-bono basis. For those with access to funded programs, services were also offered through NDIS support arrangements, ensuring inclusivity and sustainability. We operated from a dedicated office space where locals could confidently seek assistance in...

Sheila's Posts

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    How I can help you

    Once the client signs Authority to Proceed, I step in to deliver all SOA recommendations end‑to‑end. I coordinate with third‑party providers, update stakeholders, and can contact clients on your behalf to keep advice moving without adding pressure to your internal team.

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    People I am looking for

    I work best with advice firms that struggle with slow SOA implementation, inconsistent new business revenue, or client complaints about long delays between advice and action, and want a practical way to speed up delivery without hiring more permanent staff.

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    Experience & Cases

    Proven record with financial planning practices across Australia: • Cleared large SOA implementation backlogs • Lifted practice revenue within three months • Improved client satisfaction and referrals through faster, smoother implementation

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    How to contact

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