enquiries@kofkinbond.com.au     03 9111 2675

Laura Sheather

Associate – Administration
Kofkin Bond & Co Pty Ltd

Laura is an associate at Kofkin Bond & Co. Laura’s role at Kofkin Bond & Co is to liaise with clients, Superannuation Funds, and Insurance Companies to ensure the smooth implementation of strategies and recommendations for new and existing clients.  As well as keep client data and information up to date to support Advisers during strategy development.

Laura Sheather-min

Key Points (Achievements)

  • Client Administration: Laura has maintained positive client relationships through developing process to keep clients informed at all stages during the implementation stage.
  • Implementation: Laura has provided clients with the comfort that their strategies are in force in a timely manner to meet expectations of our clients and ensure we are in line with compliance requirements.

Focus Areas

Laura’s focus is on ensuring strategies and investments are in place and updating client data to ensure we have the most relevant data at our hands.

“The Adviser Client relationship is one that needs to be stronger than ever to ensure we provide and implement a financial plan that assists clients in all aspects

I’ve learnt that this can be maintained with open communication and manifesting strategies and recommendations that suit the client’s wants and needs to the highest degree.”

Business Profile

Laura is currently studying a Bachelor of Commerce majoring in Financial Planning/Finance whilst working part time at Kofkin Bond & Co to develop skills and knowledge of the industry.

Previously Laura worked for ANZ in National Fulfilment, the settlements department. This role involved booking in property settlement’s and refinances, as well as seeing to customer queries relating to property titles, refinancing processes and mortgage application documents.

Laura is also always looking  to assist where ever possible, which is evident in her time spent volunteering at Ronald McDonald House, as well as with the Australian Goalball Association.

News

Useful information for you

  • July 20, 2016
    Owning Shares
    Finance, Seminar
    0
    Owning Shares Made Easy Privilege Managed Accounts let you own direct shares without all the usual administration. They come with...
  • July 20, 2016
    Direct insurance Dearer than Advised
    Exhibition, Finance
    0
    20 July 2016 by Malavika Santhebennur Direct life insurance policies are substantially more expensive than retail policies on average, according...
  • July 20, 2016
    Estate Planning
    Estate Planning
    0
    A Will isn’t always the way You would have heard the saying: “where there’s a will, there’s a way”. This statement...
  • July 20, 2016
    How Investing in Property Works within superannuation {SMSF}
    SMSF
    0
    You are permitted to invest in Residential and Commercial Property in superannuation but only in an SMSF. In relation...
  • July 26, 2016
    Marriage and estate planning go hand in hand
    Estate Planning
    0
    Let’s explain why marriage should prompt you to re-visit your estate planning.   Marriage should be an immediate trigger to...
  • July 26, 2016
    SMSF trustees poised to kick retirement goals
    Retirement, SMSF
    0
    Self-managed superannuation (SMSF) trustees, who are more likely to be receiving financial advice than non-trustees, are more confident they...
  • July 26, 2016
    Trauma insurance – how versus how much
    Insurance
    0
    In our opinion, trauma insurance is one of the most important insurance contracts that our clients should have. Over...
  • July 26, 2016
    The vital role of insurance in super for disability...
    Insurance
    0
    Unfortunately we have had a number of insurance claims over the past 2 years especially, with regards to trauma...
  • September 2, 2016
    What do the Age Pension asset test changes mean...
    Finance, Retirement
    0
    An extra 50,000 Australians will receive the FULL Age Pension from 1 January 2017, and at least 326,000 Australians...
  • February 10, 2017
    The Dow hitting 20,000 and what it hides
    Finance
    0
    By Ashley Owen on February 9, 2017  also our KBAC notes added   One event that grabbed headlines around the world...
  • February 22, 2017
    Kickstart your Career in the Financial Planning Industry!
    Finance
    0
    Kofkin Bond & Co, is a privately owned financial services firm providing innovative and holistic wealth management solutions to...
  • March 8, 2017
    What should you do next?..... “Holding Cash is uncomfortable,...
    Finance
    0
    What should you do next?   “I believe that Australian and world resource and bank equities plus US stocks are currently...
  • March 10, 2017
    The gift of education and the cost of funding...
    Finance
    0
    Benjamin Franklin said that “an investment in knowledge pays the best interest”, but given the rates of interest on...
  • March 22, 2017
    Planning Ahead for (Deductions &) Changes in Conessional Contributions
    Finance
    0
    Heres a good one for all of the Accountants and Trusted Advisors in the room where appropriate planning might...
  • March 30, 2017
    How super changes impact insurance and estate planning
    Finance
    0
    The introduction of the $1.6 million transfer balance cap, effective from July 1 this year, will impact the estate...
  • April 11, 2017
    Mo-Money, Mo-Problems
    Finance
    0
    I was lucky enough once to try my luck in one of those cheesy money booths and despite not...
  • April 20, 2017
    Aussie equities vs Sydney housing: who’s the marginal buyer?
    Finance
    0
    By Romano Sala Tenna on April 20, 2017, Working as a stockbroker during the .com boom, I overheard an interesting...
  • May 3, 2017
    Life’s pretty straight…
    Finance
    0
    Paul Conte (BCom, ADFP) Financial planning is very much so a “chicken or egg” exercise when it comes down to...
  • May 19, 2017
    Government debt: how much is too much?
    Finance
    0
    By Ashley Owen on May 18, 2017   The 2017 Federal Budget has turned attention as usual to the issue of...