About Me

Sara has a wealth of experience in Financial Services. Having started her career at Australian Unity as an agent/manager based in Wangaratta from 1998 to 2005. Sara then held various Finacial Service positions with AMP, MLC, AXA, IOOF and YBR. Working for several companies has provided Sara with a wealth of knowledge on the many different services and products available, enabling a better understanding of products that best suit her individual clients.

Sara has achieved her Advanced Diploma in Financial Planning, Diploma of Finance and Mortgage Broking Management and Masters in Applied Finance majoring in Financial Planning.

Sara strongly believes in personalised dedicated ongoing advice with the goal to provide holistic professional advice to clients to help put them in a better position and maximise their Finacial opportunities, whilst putting their personal circumstances and needs first.