Sarah is a senior paraplanner, helping to design financial plans that enable our clients achieve all they want to in life.
She is responsible for ensuing financial planning processes run smoothing, allowing our advisers to spend more time face to face with clients.
Sarah has over 15 years’ experience and holds a Bachelor of Actuarial Studies and Bachelor of Commerce (major in Accounting and Finance).
When Sarah is not working, she enjoys spending time with her family, travelling, coin collecting and having a hit at badminton and tennis.
We’re so confident about creating value for you quickly, that we guarantee it with a 100% money-back guarantee.
Book a complimentary financial strategy session.