Glenda Sweeney
Glenda has over 16 years experience in the Financial Planning Industry and the previous 18 years in the banking industry.
In 1994, Glenda commenced working at Westpac Financial Planning as an assistant to Senior Financial Planners. In 1999, she commenced working as a Portfolio Planner at Westpac, working and assisting existing financial planning clients in all aspects of their financial planning needs. Areas of expertise were wealth creation, retirement planning and small exposure to Self Managed Super Funds. Glenda completed her Diploma of Financial Planning in 2002 at Deakin University. Glenda has also achieved the highest qualification for financial planners, the Certified Financial Planning ™ Practioner designation, in 2008.
In February 2003, she commenced working as a Financial Planner at QTFP. Glenda has been responsible for looking after a client base of approximately 160 fee paying clients and maintaining a professional relationship and ensuring their individual goals are being met by creating and implementing specific strategies. Her area of expertise is mostly retirement planning with growing focus on wealth creation strategies with the younger market.
Glenda is an associate member of the Financial Planning Association of Australia (FPA).
Glenda is also a member of Rotary at Sunnybank Hills
Glenda Sweeney is a salaried employee of QT Financial Planning Pty Ltd, and both your adviser and QT Financial Planning Pty Ltd are Authorised Representatives of Outlook Financial Solutions Pty Ltd and are regarded as the 'providing entity' under the Act. This Adviser Profile, which forms part of the QT Financial Planning FSG, is distributed with the authority of Outlook Financial Solutions Pty Ltd.
QT Financial Planning Pty Ltd ABN 35 116 361 650 is a Corporate Authorised Representative (ASIC No. 293929) of Outlook Financial Solutions Pty Ltd, ABN 40 083 233 925, AFSL 240959, Level 17, 100 Pacific Highway, North Sydney, NSW, 2060.
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