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Sarah Holroyd

Excel Wealth

Bronze
17 Yrs Experience
Maroochydore, QLD 4558

Excel Wealth

Suite 5, 13 Carnaby St
Maroochydore, QLD 4558

Opening hours

  • 9:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Bronze
  • First year providing advice 2009
  • Years of experience 17
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients.

 Get in touch

Licensed by

Akumin Pty Ltd

AFSL 232706