Generation Private Wealth is growing, so consequently we are pleased to introduce two new staff members.
Sallyanne Cook has come on board our new Review Adviser and in addition, Rhys Edwards as our Assistance Client Services Officer.
Both Sallyanne and Rhys are going to be valuable assets to our business, so we can’t wait to introduce them to you.
Review Adviser – Sallyanne Cook
Sallyanne has over 25 years’ experience in the Finance industry and has a background in investment consulting, managed funds research and above all, institutional portfolio management.
After moving into financial advising 9 years ago Sallyanne applied her expertise to help everyday people achieve a brighter financial future. Over time she developed an industry-leading approach to delivering quality personalised financial advice and solutions.
Sallyanne always approaches financial planning with a holistic advice model. Ultimately she understands what clients value and is the driver for their personal and financial objectives. She creates a uniquely tailored plan to suit each individual client because each client has unique goals and objectives.
Sallyanne is passionate about improving our client’s lives through expert financial advice and well-developed financial plans.
Always client-focused and provides transparency in her financial services and financial products.
She is experienced in superannuation, retirement planning, risk management, tax minimisation and self-managed-super-funds.
Sallyanne joins the Generation Private Wealth team as our new Review Adviser and will commence on 30 August 2021.
Assistant Client Services Officer – Rhys Edwards
In addition Rhys has recently joined our team and is currently studying a Bachelor of business, majoring in financial planning.
Over the course of his degree, Rhys has gained a wide range of skills, experience, and knowledge and is now eager to apply that to an expertise job.
Rhys has over 6 years’ experience in frontline customer service roles. He has demonstrated strong leadership skills empowering others to reach their full potential.
Over the past 8 months of his degree, he took advantage of job offers, where he was able to apply his knowledge from his studies so as to better understand the content of his degree.
Having worked in client services has helped develop the necessary skills to work with a diverse range of clientele. Lastly he is looking to combine his passion for personal finance and financial planning with his new position.
He joined the Generation Private Wealth team as an Assistant Client Services Officer.