Sarah holds an Advanced Diploma in Financial Planning and a Diploma in Superannuation Management and has over 21 years of experience in the superannuation and financial advice industries. She is also a licenced mortgage broker specialising in SMSF Lending.
Her clients consist of self-funded retirees, high net worth individuals, companies and clients planning and preparing their retirement. Sarah enjoys assisting her clients in the areas of wealth accumulation strategies, portfolio construction, direct equities, retirement planning and gearing strategies.
Sarah is the Mother of two teenagers and appreciates the need to balance the needs of family with career.