Shulae Hoffmann

Shulae has joined us fresh out of grade 12, which she completed last year at MacGregor State High. Shulae was a very active student with many leadership roles and extracurricular activities – ask her about her music.

Shulae grew up in a business environment with her mum being a local accountant and her dad an electrician. She spent time working in both of their businesses, which has given her good foundation for her work with us at FPQ.

Shulae’s responsibilities at FPQ include fielding phone calls, greeting and hosting our clients, getting docs to clients for signatures, and following up with fund managers and insurance companies. Don’t be surprised if she reaches out to book your next appointment. Beyond these things, her role is to support Bec and Clarissa, and she reports to Clarissa. This will allow Bec and Clarissa to be more focussed on the things they are best at – completing advice and review documentation and implementing advice.

Shulae has been with us for 3 months and has proven herself to be dependable, consistent, a fast learner, and a valuable member of our team. We’re thrilled to have her as a part of our FPQ family.

Shulae Hoffmann

 

 

 

Financial Planning Qld PTY LTD (ACN 646 136 030), trading as Financial Planning Qld is a corporate authorised representative No. 1289377 of Insight Investment Services Pty Ltd, Australian Financial Services License No. 309996

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Financial Advisor Brisbane Office

Phone:
07 3162 1449

Brisbane Office:
87 Ipswich Road
Woolloongabba QLD 4102

8 min from Brisbane CBD – free parking