Meet Sarah.
Our highly skilled paraplanner with over a decade of experience in the financial services industry. With a strong focus on technical knowledge, legislation, superannuation strategies, and financial modeling expertise, Sarah helps bring build our advice documents.
With so many changes in financial planning planning legislation, it comes as no surprise that Sarah is dedicated to continuous learning. She is all across the latest industry trends, legislative changes, and best practices to our advice documents give clients the right information when they need it.
