About Me

Sally prides herself in providing exceptional personalised services to her clients. She partners with:
successful hard working families, business owners and executives, busy medical professionals, and separated spouses to make the most of their financial future.
Sally also has a strong understanding of and considerable experience providing investment advice services to the not-for-profit (NFP) and community sectors.
Sally holds a Bachelor of Business degree from Griffith University and was the top graduate from her year. She also has a Diploma of Export Management, a Diploma of Financial Planning from Deakin University and holds the internationally recognised Certified Financial Planner™ practitioner designation, the highest certification for financial advisers in the profession.
Sally has been recognised with the following awards:
The Barron's Top 50 and Top 100 Financial Advisers in Australia in 2023, 2022, 2021, 2020, 2019, 2018 and 2017.
Financial Standard's Top 50 most influential advisers in Australian in 2017 and 2018.
Money Management’s Australian Financial Planner of the Year 2013 (runner up).
IFPA Certified Financial Planner® Professional of the Year Finalist (2015)
Top 50 Financial Advisers in Australia through the prestigious AFR Smart Investor Masterclass for Financial Planning 2012 and was named in the Top 10 in 2013.