Sarah Donald

Henry Financial Group

Gold
23 Yrs Experience
South Brisbane, QLD 4101

Recent reviews

Henry Financial Group

Suite 2B, Level 2, 31 Merivale Street
South Brisbane, QLD 4101

At a glance

  • Adviser status Gold
  • Rating 4.90
  • Number of reviews 3
  • First year providing advice 1999
  • Years of experience 23
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Licensed by

Charter Financial Planning

AFSL 234665

4.90
3 Reviews
5
4
3
2
1
4.90
Clear communication
4.90
Knowledge & expertise
4.95
Customer care
4.95
Likely to recommend
Showing reviews 1—3 of 3

Sort by

5.00

"Sarah's knowledge is amazing. She explains in terms I understand. Responds to emails promptly and on call for any advice I require regarding my finances. I would highly recommned Sarah to anyone seeking financial advice or managing their financial portfolio."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Socially Responsible
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Sarah is a senior member and shareholder of Henry Financial Group. We have used this Company for financial advice for around 20 years and believe they have enhanced our overall financial position, and therefore our quality of retirement, through their professional advice regarding the management of our retirement funds, both in the accumulation and now in the pension phase."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—3 of 3

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Socially Responsible
  • Tax Strategies

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2020

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2008

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Kaplan Professional
Completed
2014

Master of Financial Planning

Level
9 - Masters Degree
Institution
Kaplan Professional
Completed
2017

Professional Memberships

Accredited Aged Care Professional

Membership type
Member

Association of Financial Advisers (AFA)

Membership type
Practitioner Member

SMSF Professionals' Association of Australia (SPAA)

Membership type
SMSF Specialist Advisor
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