Norm Sinclair established Sinclair Financial Group in June 2013. He spent the previous 15 years working as a financial planner in various roles and businesses that have provided the perfect foundation to launch Sinclair Financial Group.
A genuine desire to make a financial difference in people’s lives, good listening skills and the ability to problem solve are key drivers in Norm forming long term quality relationships with his clients. Norm is supported by an Administration team and professional Para planning team to deliver a quality financial planning service to his clients.
Norm has a Diploma of Financial Planning and Masters of Financial Planning from Sunshine Coast University. He is an Associate Member of the Financial Planning Association and an Associate Member of the Superannuation Professionals Association of Australia (SPAA).
His focus is on providing financial advice to small business owners, professionals and individuals who are open to advice.
Norm is married to Jo-Anne and has two children. Away from the business, he enjoys running, cycling and swimming, competing in the odd triathlon. Norm has completed 3 marathons and the Port Macquarie Australian Ironman.
Katherine Bondio – Paraplanner
With over 12 years’ experience in financial services, Katherine enjoys providing clarity to clients about their current financial situation and helping navigate a path to their desired financial destination. Katherine is passionate about financial planning because it provides the opportunity to help real people achieve their life dreams through protecting and building their personal wealth. She does this through building and maintaining client relationships based on mutual respect, integrity and honesty.
Using the combined expertise and knowledge of Sinclair Financial Group we find ways to make meaningful differences to the lives of our clients.
Katherine has an Advanced Diploma of Financial Planning from Kaplan and a Bachelor’s degree in Business from the University of Queensland. She has recently completed further studies in Self-Managed Super Fund structuring and management.
Sarah Ralph – Paraplanner
The most recent member to join the Sinclair Financial group team, Sarah comes to us with extensive financial industry experience. Sarah is a passionate advocate for excellence and “best interests” in customer service and her position as Paraplanner enables her to assist Norm Sinclair in the delivery of this to all clients. She has continued to accumulative industry knowledge through obtaining an Advanced Diploma of Financial Planning and continuing her business undergraduate degree through Griffith university.
Sarah loves the outdoors and Queensland’s summer weather, excluding the storms, and now calls Queensland home. Rugby remains a contentious issue for Sarah but she has started to assimilate into the Queenslander code and make some headway in the weekly tipping competition.
Liz Gleeson – Client Services Administrator
Liz joined our team in early 2016 when she moved over from Kruger’s Financial Services where she was employed for 7 years in an administration position to help support clients and the team.
She enjoys her role at Sinclair Financial Group and her main focus is assisting clients and our team to ensure the business administration is carried out in a positive organized approach. She enjoys being the friendly voice on the end of the phone when helping clients with their enquiries and completing the enquiry in a professional manner with a result that leaves our clients satisfied. When Liz is not working, she enjoys spending quality time with family and friends, walking and enjoying the beautiful lifestyle that Queensland has to offer.