ASIC Authorised Representative Number 260389

Memberships

• Associate, Institute Chartered Accountants in Australia
• Financial Planning Association
• CA – Financial Planning Specialist

Qualifications

• Chartered Accountant
• Certified Financial Planner
• Bachelor of Economics

Sarah has had over 15 years experience as a Chartered Accountant with a medium sized accounting firm, specialising in advising individual clients and their businesses with regard to taxation and business management issues.

In 1997, Sarah specialised by moving into the financial planning sector and assisted in setting up and managing the firm’s Financial Services Division.  Sarah moved to a financial planning firm in January 2001 to further her experience in the industry.

In August 2005 Sarah began her own Financial Planning practice.  Sarah helped establish the Oakwood Dealer Group and is currently a Director.  Sarah prides herself on developing her business through client and business referrals alone.

Over the last 10 years Sarah has provided immaculate service to individuals and small businesses, guiding them to maximise their growth through careful strategic planning.  Sarah strives to maximise every one of her client’s wealth potential, protection and distribution.

Sarah utilises her experience as a Chartered Accountant to provide financial advice that takes into account every relevant detail of a client’s life.  This includes an understanding of the business, tax and financial issues that enables her to work with her clients to develop sound financial and investment strategies.

Through solid strategic advice and excellent service, Sarah has developed personal relationships with many of her clients that she continues to maintain through her philosophy of working together with the client to ensure the success of personal and professional goals.

Sarah operates out of the offices of Adviser Partnership. The aim is to provide a familiar team for ongoing management of your financial affairs. Sarah is the primary adviser working with clients and other professional advisers to ensure the correct balance is achieved in all areas of clients financial affairs.

Sarah is supported by Anna Block with regard to detailed strategy advice and Susan Wilson ensures the day to day management of clients’ affairs are maintained.

Please refer below for a more detailed overview of Sarah’s staffing strucutre and Financial Services Guide:

• Staffing Structure
• Financial Services Guide

Contact Details

Suite 201
Level 2
13 Spring Street
Chatswood NSW 2067

PO Box 1347
Chatswood NSW 2057

Ph:          02 9419 5200
Fax:         02 9419 6500
Email:    sarah@oakwoodfinancial.com.au