Sally has over 14 years’ experience in the Superannuation industry specialising in Self Managed Superannuation Funds. Sally has a Bachelor of Accounting and has completed the Accountants Essential Advice program.
She has also completed the financial planning exam and ethics unit to meet the industry’s new standards. Sally is currently completing the Advanced income tax and corporations law subjects to be recognised as a tax agent. Sally’s senior role provides experience and a broad knowledge which enable her to service her large client base.
Qualifications and Memberships:
-Bachelor of Accounting
-Accountants Essential Advice Program (AEA)
-Ethics & Professionalism in Financial Advice
-FASEA Financial Adviser Exam Authorisations