Westlawn Wealth Management Team Update

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Have you heard the news?

Westlawn Wealth Management’s Sarah Dickson is currently on maternity leave. We congratulate Sarah and her husband, on the safe arrive of their first baby in April.

After seventeen years of service to the clients of Westlawn, Sarah is taking a break to spend time with her growing family.

Rest assured, however, your Financial Plan is in great hands!

It is our pleasure to confirm that Financial Planning Masters Graduate Jacinta Smithers has officially completed the requirements of her FASEA Professional Year. After two and a half exceptional years of working with our clients to help achieve their financial goals, Jacinta will be stepping into a Financial Adviser role. Jacinta will be available full time, to assist you in Sarah’s absence, and will be responsible for delivering the services you would otherwise expect from Sarah.

Jacinta’s new role

In her role as Westlawn Financial Adviser, Jacinta can assist you in achieving your financial goals by putting a suitable plan in place to get you to where you want to be. Jacinta can provide personal financial advice on investments, personal insurance, superannuation, retirement, and estate planning.

Jacinta joined Westlawn in 2018 after moving back to the North Coast from the Gold Coast where she completed her tertiary education. During her time at Westlawn, Jacinta has become well known to many of our clients and assisted in all areas of the Westlawn Wealth Management business.

Jacinta holds a Bachelor of Business and a Master of Financial Planning from Griffith University and is also a Justice of the Peace. During Jacinta’s studies at Griffith University, she was awarded The Griffith Award for Academic Excellence, placing her in the top 5 percent of students across the university.

Jacinta has a fun, youthful, and can-do attitude and she is willing to go above and beyond to deliver exceptional service to her clients. As well as her formal Business and Financial Planning qualifications, Jacinta also holds a Bachelor of Exercise Science!

Jacinta is primarily based in our Grafton branch, and available full time to assist you in chasing your financial goals, whatever they may be. Jacinta and the Westlawn Wealth Management team look forward to fostering an ongoing relationship with you to help keep you on track to meet your financial needs and objective

Contact us today!

Call Jacinta direct on 02 6642 0433 or email jacintas@westlawn.com.au. Our Westlawn Wealth Management General Manager and Financial Adviser Liz Maroney also remains available to assist you on a part-time basis, five days a fortnight.

If we can be of any assistance to you or if you have any questions with regard to these changes, please don’t hesitate to contact us on 0266 420 433 (option 3) or planning@westlawn.com.au.

 

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