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Sarah Rogers

 Sarah Rogers

Share profile:
552a Stanley Street
Albury
NSW
2640
AU

Overview CONTACT THE ADVISER

Sarah Rogers Sarah Rogers

total Reviews

12

Experience

4yrs

Status

Platinum

Overall Adviser Rating

95%

Average Customer Rating

95%

Percentage of Positive Reviews

84%

Company:

Profolio
Profolio

Licensee:

Every adviser is required to be licensed to provide advice. This license is known as an Australian Financial Services License (AFSL). The licensee provides the risk and compliance framework for your adviser as well as determining things like what ongoing training your advisers requires and what products can be sold. The licensee plays an important role in ensuring that your adviser is acting in your best interests. Check out your adviser’s licensee HERE

Licensee Owned By:

AMP Limited
AMP Limited
Expertise
Building SuperBuilding Super
Insurance & ProtectionInsurance & Protection
Managing DebtManaging Debt
Household BudgetingHousehold Budgeting
Preparing for RetirementPreparing for Retirement
Self Managed Super FundsSelf Managed Super Funds
Estate PlanningEstate Planning
Savings & InvestmentsSavings & Investments
Tax Effective StrategiesTax Effective Strategies
Loan ProductsLoan Products
Socially Responsible InvestmentsSocially Responsible Investments
DerivativesDerivatives
Margin Lending & Geared InvestmentsMargin Lending & Geared Investments
My fees
  • Free Initial Consultation
  • Free General Advice
  • Personal Advice starting from $770
  • Ongoing Advice starting from $220

Latest Customer Reviews (3 of 12 total)See all

"First and foremost, the thing that struck me was Sarah's fastidious homework - Sarah has always yearned for quantity and quality outlets to develop her knowledge within her role. It was exceptionally clear she recognised our personal and financial goals; had researched and had a concise understanding of what we wished to achieve. Sarah had analyzed our personal alternatives thoroughly, confidently and explained in depth the positives and negatives options to ensure these were to cater and best fitted to our particular criteria. "

Sandee, 35-45 4 Nov 2015

"At such a young age, Sarah is an absolute world of knowledge when it comes to the finance industry. She lives and breathes it! Not only is her amount of knowledge impressive, but she is so incredibly passionate about what she recommends. I could not recommend her enough as a financial planner and financial mentor."

Sarah, Under 35 4 Nov 2015

"Sarah is very professional but also very friendly. She has been very helpful since becoming my financial adviser a couple of years ago and will do anything she can to get the best outcome for me. I always recommend her to everyone and will continue to do so. Such an inspiring young lady."

Steph, Under 35 4 Nov 2015

History & Qualifications CONTACT THE ADVISER

Awards
  • No award found
Years of experience
  • 4 years total experience

Location & Contact

Get in contact

Contact me via:

Preferred contact time:

Additional comments


Contact details

552a Stanley Street, Albury
NSW 2640 Australia

Office hours

Monday:   9AM to 5PM
Tuesday:   9AM to 5PM
Wednesday:   9AM to 5PM
Thursday:   9AM to 5PM
Friday:   9AM to 5PM

Customer Reviews CONTACT THE ADVISER

  • 0% Negative Reviews
  • 100% Positive Reviews
  • 99% Average Reviews
  • 12 Total Reviews
Jayne, Under 3506 Nov 2015
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%
Sandee, 35-4504 Nov 2015
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"First and foremost, the thing that struck me was Sarah's fastidious homework - Sarah has always yearned for quantity and quality outlets to develop her knowledge within her role. It was exceptionally clear she recognised our personal and financial goals; had researched and had a concise understanding of what we wished to achieve. Sarah had analyzed our personal alternatives thoroughly, confidently and explained in depth the positives and negatives options to ensure these were to cater and best fitted to our particular criteria. "

Sarah, Under 3504 Nov 2015
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"At such a young age, Sarah is an absolute world of knowledge when it comes to the finance industry. She lives and breathes it! Not only is her amount of knowledge impressive, but she is so incredibly passionate about what she recommends. I could not recommend her enough as a financial planner and financial mentor."

Steph, Under 3504 Nov 2015
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Sarah is very professional but also very friendly. She has been very helpful since becoming my financial adviser a couple of years ago and will do anything she can to get the best outcome for me. I always recommend her to everyone and will continue to do so. Such an inspiring young lady."

Chris, Under 3504 Nov 2015
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"I have been working with Sarah for a few years now. In that time she has helped me with an investment purchase and sorted my supers and insurance. Unfortunately in that time I had an accident and needed to make a claim on my income protection she put in place for me. Sarah took care of all the hard work. Highly recommended!"

Stacey, Under 3504 Nov 2015
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Sarah is helping me set up a property investment portfolio. As I am young and received an inheritance Sarah is helping to educate me on investing as we go with setting up a managed fund and property portfolio. Sarah is passionate and knows her stuff. She makes you excited about the possibilities."

Gaye , 46-5504 Nov 2015
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Sarah from Profolio helped me and my husband set goals for our retirement and put plans in place to help us get there. She was also the only advisor we found who understood property investment and could build that into our future plan. Highly recommended"

JAN, 56-6526 Mar 2015
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%
Anna, Under 3526 Mar 2015
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%
jen , 46-5526 Mar 2015
Expand
Overall customer rating
99%
- Communication
98%
- Knowledge & Expertise
98%
- Customer Care
100%
- Recommendation
100%
Jeremy , Under 3526 Mar 2015
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Sarah is great to talk and I find a good connection with and has helped me come along way with my money and investments and wouldn't be where I am today with out her I would recommend her to anyone she is excellent and so smart with financial stuff but is easy to understand and doesn't mind the million questions I have to ask over and over again.. Sarah number 1.. "

Viela, Under 3526 Mar 2015
Expand
Overall customer rating
94%
- Communication
88%
- Knowledge & Expertise
88%
- Customer Care
100%
- Recommendation
100%
1
       

Vouch for & Skills Ranking CONTACT THE ADVISER

Number of advisers who vouch for the integrity of this adviser

0

Top 5 Skills (as rated by customers)


#1
Insurance Protection
STRENGTH
6
Customers

#1
Savings Investment
STRENGTH
6
Customers

#2
Building Super
STRENGTH
5
Customers

#2
Loan Products
STRENGTH
5
Customers

#2
Managing Debt
STRENGTH
5
Customers

#3
Margin Lending Geared Investments
STRENGTH
3
Customers

#3
Tax Effective Strategies
STRENGTH
3
Customers

#4
Household Budgeting
STRENGTH
2
Customers

#5
Preparing For Retirement
STRENGTH
1
Customers

x

Overall rating

96%

Sarah Rogers

Company: Profolio

Download detailed report card


How is this calculated?

The overall rating is determined by a combination of the professional bodies Sarah Rogers is a member of and in what capacity, the licensee or company of Sarah Rogers and customer reviews (see detailed rating system)

We then help you differentiate each adviser based on qualifications, compliance and experience, giving each a score out of 100. The quality of advice and customer satisfaction percentages are determined by the customers of Sarah Rogers (see report card scoring)

Qualifications: 100%

Compliance: 100%

Experience: 50%

Quality of Advice: 97%

Customer Satisfaction: 100%