"The delivery was done in a very informative way for all to comprehend. The wit of Philip Hart made it most enjoyable." Carole Bellingham, Adviser - Tracey Burns                                                                                                                                                                                                       "Easy to understand and provides enough information to know and have confidence in making a further appointment." David Johnston, Adviser - Andrew Rafty                                                                                                                                                                                                       "Philip Hart really explained things on our level." Phyllis Scobie, Adviser - John Ives                                                                                                                                                                                                       "Presenters put everyone at ease with a sharp and succinct presentation." Desmond O'Shanassy, Adviser - Neville Williamson                                                                                                                                                                                                       "I am comfortable with the approach of the organisation." Jim Dennis, Adviser - Andrew Rafty                                                                                                                                                                                                       "Wonderful clear presentations." Brian Bellingham, Adviser - Tracey Burns                                                                                                                                                                                                      
Melbourne Office< Melbourne Office

Melbourne Office

Address:
Level 7, 416-420 Collins Street
MELBOURNE VIC 3000

Mailing Address:
PO Box 501, Collins Street West
MELBOURNE VIC 8007

Phone: (03) 9292-0101
Fax: (03) 9292-0102

Sarah Davis (Maternity Leave)

Support Services Manager

Sarah Davis is the Support Services Manager at Financial Index Australia and is a representation of progression through the FIA Administration Development Program (ADP). Sarah commenced work with FIA in an Administration Officer role as a result of a business acquisition. Since this time, Sarah has completed all levels of the ADP as well as the Diploma of Financial Services (Financial Planning) and has spent time working in one of the FIA regional offices.

As part of her progression into the FIA Operations department, Sarah took the role of Learning and Development Coordinator three years ago which led her to complete the Certificate IV in Training and Assessment. This staff development focused role has also led Sarah to become the national Operations representative for Human Resources.

In addition to the leadership responsibilities across all areas of the Support Services department, Sarah remains heavily involved with Merger & Acquisition team, having managed numerous business transitions.

> Staff Profiles
Andrew Rafty> Andrew is a fully certified financial planner ...
Gregory CunninghamCFP, SIA (Aff) AFPA> Greg has over 33 years experience in ...
Robert Chester> Rob has worked in the Financial Services ...
Pandeli HalamandarisDip Bus (Acc), Adv Cert (Acc), Dip FS(FP)> Pandeli’s professional qualifications include a Diploma of ...
Alan FavellCFP, Dip FP> Alan has 22 years experience in the ...
Scott RedpathDip FS (FP), Dip Bus (Bnk & Fin)> Scott’s professional qualifications include a Diploma of ...
Neville WilliamsonDip FP> Neville has been in the Financial Services ...
Greg Armstrong> Greg has 35 years experience in the ...
Bob FeganFdn. DFP> Bob has 32 years experience in the ...
Matthew SwieconekB Com, F Fin> Matthew has over 10 years experience in ...
Wayne BradbrookDip FS (FP)>   Wayne believes in building a long-term relationship ...
Matthew WaughMFinPlan, Adv Dip FS(FP)> Matthew’s professional qualifications include a Masters of ...
Peter PeacockB.Comm (FP)> Peter has worked in the Financial Services ...
Tracey BurnsB. Bus (acc) CPA> Tracey has been working in various financial planning ...
John IvesCFP> John has been working in the Banking ...
Steven JarickCFP Dip FP SSA> Steve has worked in the Financial Services ...
Tom DawesJP, CFP®, GAICD, BEng (Elec), MCom, MBA, DipFP> Tom has 13 years experience as a Financial ...
David McKayCFP® Dip FP BBus (Acc)> David has 16 years experience in superannuation and ...
Dianne E DashCFP® BComm CA> Dianne is a Chartered Accountant and Certified ...
Howard KempCFP®, Dip FP> Howard has over 22 years financial planning experience ...
Bill WallerJP CFP® GAICD> Bill places a high importance in building ...
Danny KrsticDip. F.P., B.Bus. (IS), Grad. Dip Mgt, Assoc. Dip. (Int/Trans).> With professional qualifications including a Diploma of ...
James ShawBCom FP> James holds a Bachelor of Commerce with ...
Stephen PoucherAFPA> Stephen is a valued member of the ...
Ryan CarrollDip FS (FP)> Ryan Carroll brings a wealth of expertise ...
Danny BesharaDip FS (FP), BCom (Acc) BAppFin> Danny enjoys building long-term relationships and interacting personally ...
Lindsay Bell> Lindsay enjoys interacting with clients both personally ...
Craig BunceDip FS (FP)> Craig Bunce brings a wealth of expertise ...
Ben WellsDip FS (FP), BEc> Ben enjoys building long-term relationships and interacting personally ...
> All Staff
At The ForefrontConsistency • Communication • Innovation