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PRODUCTION MANAGER / LOVER OF ALL THINGS HEALTH & FITNESS

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Annaliese Sweeney

Production Manager

Having been in Financial Planning for 12 years, Annaliese has the knowledge, experience and skills to manage the Altus Wealth Management team. She is an organised and detailed thinker with a strong process and project management focus.

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BIO

About Annaliese

Annaliese is the Production Manager of the Altus Wealth Management Team and has 12 years’ experience in Financial Planning. She is responsible for the production of work across the entire advice process and works closely with internal and external stakeholders to ensure our clients receive a consistent client experience.

Annaliese’s industry experience and passion for organisation, process and project management, ensure the Wealth Management internal systems and processes, staff training, workflow management and overall operations, are as efficient as possible.

More broadly, Annaliese is also involved in greater Altus business projects focusing on client fulfilment, client re-engagement and service delivery. In addition to this, Annaliese runs the Altus Gives charity program, where she organises staff to participate in various volunteer initiatives and fundraising efforts.

Annaliese is driven by the positive impact financial planning can have on people’s lives and loves helping and empowering people to achieve their financial and lifestyle goals.

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ANNALIESE'S FEATURED CONTENT

Resources

Wealth, Investments - 4 min read

Having extra money left in your bank account each month may be a sign that you can invest more for your retirement, and that’s great news! Perhaps you...

Wealth - 4 min read

Each generation has its unique financial challenges, but there’s excellent news for Millennials: time is on your side. Even if you’ve made mistakes al...

Interactive Healthy Business Survey

20 questions every business owner should answer.

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