Wealth Solutions Partner
As Wealth Solutions Partner at Findex, Sarah draws on years of experience within financial advice and accounting firms to bring together advisers and other stakeholders from within the business. She is passionate about fostering a collaborative approach to identifying opportunities for growth and achieving excellent client outcomes.
An experienced financial professional herself, Sarah is a strong advocate for improving the lives of clients with quality financial advice. Through a personalised approach, she can gain a deep understanding of her clients’ needs and goals. Sarah then draws on her technical skills to identify and customise strategies that will position clients to meet these goals, improve their financial position, and attain peace of mind.
Sarah has a Bachelor of Laws and a Graduate Diploma of Financial Planning. She is a member of the Financial Advice Association of Australia and has also completed other specialised accreditations such as Self-Managed Superannuation Funds and Aged Care.