Sara has worked in various roles across the financial services industry since 2004.

She has valuable experience in advising financially successful individuals and families on how to build, protect and manage their wealth needs. Her clients include senior public servants and Defence personnel, busy professionals and executives, as well as successful business owners.

Sara is passionate about helping people achieve their goals and aspirations. She prides herself in developing long term partnerships with her clients and puts their interests first in providing tailored and holistic financial advice.

My speciality

Wealth Management
Office Location
Findex Canberra
1/55 Wentworth Avenue
Kingston, ACT 2604
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Phone: (02) 6260 4545
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