Cara Sloshberg
I am a client-facing Financial Planner at EquipSuper and Relationship Manager based in Sydney CBD. My role includes... | Sydney, Sydney, Australia
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Cara Sloshberg’s Emails ca****@st****.com
Cara Sloshberg’s Phone Numbers No phone number available.
Social Media
Cara Sloshberg’s Location Sydney, Sydney, Australia
Cara Sloshberg’s Expertise I am a client-facing Financial Planner at EquipSuper and Relationship Manager based in Sydney CBD. My role includes travelling to Regional NSW and ACT to meet our members, as well as establishing and maintaining relationships with our employers to ensure that their employees receive the most favourable financial outcomes. My focus is to provide financial advice in an educational manner to enrich the lives of my clients and ensure that our members obtain the best possible service. This is coupled with my belief that appropriate financial advice can change someone's life. My dual role as a Relationship Manager allows me to have a relationship with our members employers to ensure that their benefits and financial outcomes are set as a priority. I enjoy continuing learning and developing my skills through education which enriches the advice provided. My specialisation lies in retirement planning but I believe that advice at all life stages is essential in ensuring that individuals can make informed decisions about their financial future; leading them to success. I love the ability to work with different people every day and am extremely comfortable in a team environment, however, I am an extremely motivated individual who sets specific goals of a very high standard. I am easily able to work in an autonomous manner and thrive on achieving my set goals which is required in my dual role. These roles require me to understand the objectives of our employers, members and their partners to ensure that all stakeholders achieve the most favourable outcome.
Cara Sloshberg’s Current Industry Equipsuper
Cara
Sloshberg’s Prior Industry
Eclipse Financial Services
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Midwinter Financial Services
|
State Super Financial Services
|
Stateplus
|
Equipsuper
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Work Experience
Equipsuper
Financial Planner and Relationship Manager
Fri Mar 01 2019 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Equipsuper
Certified Financial Planner
Wed Mar 01 2017 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Stateplus
Certified Financial Planner
Sun Nov 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Mar 01 2017 00:00:00 GMT+0000 (Coordinated Universal Time)
State Super Financial Services
Financial Planner
Wed Jan 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Oct 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time)
State Super Financial Services
Client Service Office/Adviser
Sun Jan 01 2012 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Jan 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time)
Midwinter Financial Services
Paraplanner
Wed Jun 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Jan 01 2012 00:00:00 GMT+0000 (Coordinated Universal Time)
Eclipse Financial Services
Junior Paraplanner
Fri Aug 01 2008 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Apr 01 2009 00:00:00 GMT+0000 (Coordinated Universal Time)Skills
Languages
Cara Sloshberg Email Addresses
FAQ About Cara Sloshberg
-
Cara Sloshberg is located at
Sydney, Sydney, Australia -
Cara Sloshberg is a
I am a client-facing Financial Planner at EquipSuper and Relationship Manager based in Sydney CBD. My role includes travelling to Regional NSW and ACT to meet our members, as well as establishing and maintaining relationships with our employers to ensure that their employees receive the most favourable financial outcomes. My focus is to provide financial advice in an educational manner to enrich the lives of my clients and ensure that our members obtain the best possible service. This is coupled with my belief that appropriate financial advice can change someone's life. My dual role as a Relationship Manager allows me to have a relationship with our members employers to ensure that their benefits and financial outcomes are set as a priority. I enjoy continuing learning and developing my skills through education which enriches the advice provided. My specialisation lies in retirement planning but I believe that advice at all life stages is essential in ensuring that individuals can make informed decisions about their financial future; leading them to success. I love the ability to work with different people every day and am extremely comfortable in a team environment, however, I am an extremely motivated individual who sets specific goals of a very high standard. I am easily able to work in an autonomous manner and thrive on achieving my set goals which is required in my dual role. These roles require me to understand the objectives of our employers, members and their partners to ensure that all stakeholders achieve the most favourable outcome. Equipsuper -
Cara Sloshberg currently works in the
Equipsuper -
Cara Sloshberg specializes in
I am a client-facing Financial Planner at EquipSuper and Relationship Manager based in Sydney CBD. My role includes travelling to Regional NSW and ACT to meet our members, as well as establishing and maintaining relationships with our employers to ensure that their employees receive the most favourable financial outcomes. My focus is to provide financial advice in an educational manner to enrich the lives of my clients and ensure that our members obtain the best possible service. This is coupled with my belief that appropriate financial advice can change someone's life. My dual role as a Relationship Manager allows me to have a relationship with our members employers to ensure that their benefits and financial outcomes are set as a priority. I enjoy continuing learning and developing my skills through education which enriches the advice provided. My specialisation lies in retirement planning but I believe that advice at all life stages is essential in ensuring that individuals can make informed decisions about their financial future; leading them to success. I love the ability to work with different people every day and am extremely comfortable in a team environment, however, I am an extremely motivated individual who sets specific goals of a very high standard. I am easily able to work in an autonomous manner and thrive on achieving my set goals which is required in my dual role. These roles require me to understand the objectives of our employers, members and their partners to ensure that all stakeholders achieve the most favourable outcome. -
Cara Sloshberg speaks the following languages:
No languages available. -
Cara Sloshberg has prior experience in the following industries:
Stateplus , State Super Financial Services , State Super Financial Services , Midwinter Financial Services , Eclipse Financial Services -
Cara Sloshberg has the following professional experience:
Equipsuper , Equipsuper , Stateplus , State Super Financial Services , State Super Financial Services , Midwinter Financial Services , Eclipse Financial Services . -
You can view Cara Sloshberg’s
LinkedIn profile at LinkedIn URL. -
Cara Sloshberg’s work email addresses are
[email protected] . -
Cara Sloshberg works at
Equipsuper
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