Cairns Financial Planner

Glenda Sweeney

Authorised Representative (ASIC No. 257782)

Glenda has over 13 years experience in the Financial Planning Industry and the previous 19 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.

In February 2003, she commenced working as a Financial Planner at Queensland Teachers’ Credit Union Limited. 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.

She is presently studying for her CFP and hopes to achieve the Certified Financial Planning designation this year.

Glenda is a member of the Financial Planning Association of Australia (FPA).

Glenda Sweeney is a salaried employee of QTCU Financial Planning Pty Ltd, and both your adviser and QTCU 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 QTCU Financial Planning FSG, is distributed with the authority of Outlook Financial Solutions Pty Ltd.