The team at Core Wealth Advisors are pleased to announce that Jolene Sukkarieh has joined us as our new Senior Wealth Advisor based at our Sunshine Coast office.
Jolene brings with her 20 years of experience in the financial services industry and has developed a reputation for working with medical and high net worth clients to assist them to create, map and achieve their financial goals.
Jolene was previously the founding Director of My Financial Group which joined forces with Core Wealth Adviors in April 2019. Both Jolene and My Financial Group have been nominated for and won numerous prestigious industry-based awards over the past decade; most recently Jolene and My Financial Group won the 2018 Queensland SMSF Adviser of the Year and SMSF Firm of the Year and in 2019 Jolene was awarded Queensland Investment Strategist of the Year. She was nominated as 2019 Queensland Finalist for SMSF Adviser, Investment Strategist and SMSF Firm of the year.
As an advisor, Jolene believes “financial success is different for each client and I enjoy working with clients individually to achieve the outcomes to make them feel financially secure”. She offers a holistic strategy-based approach to establishing her client’s financial goals long term.
Jolene has a Masters of Commerce (FinPlanning), Bachelor of Arts (Econ & Pol) and is an SMSF Specialist Advisor with the Self Managed Super Fund Association of Australia.
Get in touch with Jolene: Email: email@example.com Phone : 0416 473 446