Sarah has financial services experience spanning over 12 years. She has a depth of knowledge of the financial advice process having progressively performed various roles including Client Services, Paraplanner, and for over three years; Financial Adviser. Sarah’s focus is on fostering genuine ongoing relationships with clients based on a holistic understanding of their personal situation and consistent monitoring to mark progress towards their goals.
Sarah has worked with a broad range of firms, each with their own unique approach to advice. As a result, she has experience providing advice on fundamental strategies, in addition to more specialised advice areas such as Self-Managed Superannuation Funds (SMSFs), listed securities and Aged Care.
Sarah completed a Bachelor of Laws to compliment her financial planning knowledge and build on her understanding of the intersection between financial advice and the broader legal framework with the aim of providing enhanced client outcomes.
Whilst there is a cost for 'Consultation Meetings', depending on client needs we may offer an introduction at no cost. Please call our office to make an enquiry.
Sarah provided myself and my partner some fantastic advice, which gave us a much better understanding of the best course of action for our next step forwarded. Would highly recommend!
Friendly and knowledgeable, great financial advisor. Would highly recommend.
Sarah was excellent at breaking down and simplifying all the information regarding our strategy. Felt like I came away with a much better understanding of what’s possible for me.
- Adviser status Bronze
- Number of reviews 3
- First year providing advice 2018
- Years of experience 5
- Bachelor of Laws
Kelly Wealth ServicesSuite 7, Level 2, Florence House, 26-28 Florence Street
Cairns, QLD 4870
- 8:30am – 5:00pm Monday – Friday
Your Financial Guide Pty Ltd