Sharyn Drysdale Dip FS (FP)
Senior Para-planner & Compliance Manager

Sharyn joined Collins Financial Group as a PA/Office Manager in February 2004. In late 2004, Sharyn was promoted to the role of Para-Planner and now Senior Para-Planner, preparing strategies, modelling financial scenarios and preparing Statements of Advice for Collins Financial Group's clients. Sharyn also has the role of Compliance Manager, ensuring that our clients receive the most appropriate advice for their circumstances and that all advice and processes comply with legislative requirements.

Sharyn has completed her Diploma of Financial Services (Financial Planning) through Kaplan and is an Authorised Representative of Matrix Planning Solutions. Sharyn previously held positions in the fields of Superannuation/Financial Planning and Court Reporting for the Qld Law Courts.

Thomas Telford Dip FS (FP), B Bus Man
Para-planner

Tom joined Collins Financial Group in February 2007 as a Trainee Financial Planner and in early 2008 moved into the role of Para-planner to help manage plan production and associated compliance due to increased growth in the business.

Tom's role involves liaising with advisers to ensure all client recommendations are justified and beneficial to the client based on their needs and financial circumstances, and then transcribing this advice into clear and industry compliant Statements of Advice with the aid of financial modelling software. Additionally, Tom helps perform monthly cashflow monitoring to ensure clients are sticking to their plans and that any issues are identified and referred to advisers for further attention.

Tom holds a bachelor's degree in Business Management obtained from the University of Queensland (specialising in International Business) as well as a Diploma of Financial Services (Financial Planning).