Sarah O'Sullivan

Oakmont Financial Group

Bronze
2 Yrs Experience
Perth, WA 6000

Since commencing my career in financial services, I have gained over 18 years experience in various roles including stockbroking and personal insurance as well as financial planning. I hold a Master's degree from Kaplan professional and am well versed in all areas of advice.

I really enjoy the powerful impact that positive financial planning outcomes can have on clients overall. Building long-term relationships, assisting clients achieve their financial and lifestyle goals whilst reducing the stress that can come with not knowing where to go financially is very rewarding. To me it’s a career I’m passionate about.

Expertise

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Shares & Investments
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients.

Get in touch

Recent reviews

At a glance

  • Adviser status Bronze
  • Rating 4.75
  • Number of reviews 1
  • Years of experience 2
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Oakmont Financial Group

Level 3, 220 St Georges Terrace
Perth, WA 6000

Opening hours

  • 8:00am – 4:00pm Monday – Friday

Licensed by

Personal Financial Services Limited

AFSL 234459