With over 26 years of experience in the financial services industry, Sarah brings comprehensive technical expertise and a practical understanding of advice delivery to her role as Senior Paraplanner. Having worked as a Client Services Officer, Paraplanner, and Financial Adviser, Sarah now focuses on the technical and strategic side of financial planning – where her passion truly lies.

She holds an Advanced Diploma in Financial Planning and a Certificate IV in Financial Services (Mortgage Broking). Sarah’s experience as an adviser gives her a unique appreciation for the role a Statement of Advice plays in client engagement, and she is committed to crafting documents that are not only compliant but clear, meaningful, and client-focused.

Outside of work, Sarah loves spending time with her husband and two children, especially taking trips in their caravan. She also enjoys puzzles and supports causes close to her heart, including Motor Neurone Disease.