I came to Progressive Financial Planners in July 2015 from another Financial Planning practice. Prior to this, I had collectively acquired 12 years’ experience within Financial Services, largely within Financial Planning and Banking.
I am someone that gets excited about growth and development, which is advantageous in light of our evolving industry. What I am passionate about though, is really getting to know people. Helping to not only uncover the big picture for our clients, but to provide clarity and peace of mind, while supporting them throughout their journey. That is why I became a Financial Adviser.
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Very approachable and capable young lady
Extremely pro active.
Keeps abreast of current trends.
Knows the markets well.
Understands our desired outcomes and actively works to assist us in achieving them.
Sally is like talking to an old friend. Always there for me, easy to talk to and understand.
Always attentive, proven to be flexible, reliable and consistent.
- Adviser status Silver
- Number of reviews 29
- First year providing advice 2018
- Years of experience 5
- Diploma of Financial Planning (1-8)
Progressive Financial Planners Pty Ltd45 King Street
Warners Bay, NSW 2282
- 8:30am – 5:00pm Monday – Thursday
- In person
- Video call
Amp Financial Planning Pty Ltd