Sarah Connolly CFP®

About Me

I have over 20 years experience in the financial planning industry. I am a member of the Financial Advice Association Australia (FAAA). My expertise lies in Superannuation, Self-Managed Super Funds, investment and portfolio management, wealth accumulation and retirement planning, as well as estate planning and asset protection. I pride myself in my ability to secure the right financial strategy whilst delivering a highly personalised service to my trusted clientele.

Areas of Focus

  • Aged care
  • Estate planning
  • Investments
  • Retirement
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 21 Years
  • Licensed By
    Licensed By Sovereign Financial Group Pty Ltd
CERTIFIED FINANCIAL PLANNER®