About Me

Sarah | Senior Financial Adviser
CFP® | SSA® | BBus | GradDipFinPlan

With over 20 years of experience in the financial services industry, Sarah is a highly credentialed professional dedicated to bridging the gap between financial potential and lifestyle goals. Her career is defined by a genuine commitment to aligning complex financial structures with her clients' long-term ambitions.

Specialist Expertise
Sarah offers a rare combination of strategic management experience and advanced technical advice. She specializes in bespoke strategies for:
High-Net-Worth Individuals
Medical & Legal Professionals
Business Executives

Advanced Qualifications
As both a Certified Financial Planner® and an SMSF Specialist Advisor (SSA®), Sarah possesses the sophisticated technical expertise required to navigate the unique complexities of her clients' lives. She prides herself on delivering tailored advice that combines high-level strategy with a focus on sustainable, long-term success.