With a career expanding over 30 years, Sally has been self employed in the Financial sector for the over the last 25 years. She has just completed her Grad Diploma of Financial Planning. In addition to this she has a Diploma of Business Management and a Diploma in Mortgage Lending. Sally is authorised to provide advice in retirement, superannuation, center link, self managed super funds, estate planning and personal risk advice. Please refer to her web site to see all the areas of advice covered on her FSG.
We charge a consult fee for any potential new clients of $250 + gst for a one hour meeting. In that meeting the client can ask questions and we will provide general advice and explain the advice process and the importance of goal setting and having a financial coach
I was seeking advice around super, investments, budgeting and estate planning. Sally has given me advice in these areas and explained all these areas very thoroughly and was very impressed with the 'whiteboard' illustrations and what I needed. She addressed each of my questions in great detail, understood my goals & objectives and through her knowledge and experience I feel extremely confident that the advice provided to me is going to meet my needs and my long term goals. Sally has always provided excellent service and care when I needed it. Very happy that I have seen Sally to help me on my journey.
Sally has an exceptional knowledge to help business owners, her vast experience shows through in the way she is able to explain the situation
- Adviser status Gold
- Number of reviews 2
- First year providing advice 2013
- Years of experience 10
- Graduate Diploma of Financial Planning
Sd Life Insurance & Wealth Advice Pty LtdSuite 20 Woree Plaza Business Centre, 12-20 Toogood Road
Woree, QLD 4868
- 8:00am – 5:00pm Monday – Friday