- First Samuel Associate since 2021
- Over 15 years' experience in the financial services industry
Sarah has been working in the financial services industry for over 15 years holding positions in management and as a financial adviser with several Australian and international financial institutions. Prior to joining First Samuel, Sarah looked after a large book of private clients as a Senior Wealth Manager.
Sarah has extensive experience working with professionals and high net-worth clients and tailors her advice to their specific needs. She is passionate about enabling clients to achieve their financial and lifestyle goals.
Sarah is a Certified Financial Planner® (CFP) and holds an Advanced Diploma of Financial Planning. She also holds a Bachelor of Business from Swinburne University along with accreditations in Margin Lending and Self-Managed Super Funds. Recently, Sarah completed a Graduate Diploma in Financial Planning, and she is qualified under the requirements of the Financial Services Reform Act (and authorised by First Samuel) to give personal financial advice.
Before migrating to Australia, Sarah was trained as a professional synchronized swimmer. During that time, she was a part of the Chinese National Team and she also proudly represented China during the 1992 Olympic Games in Barcelona.
Sarah lives with her partner and his teenage daughter, and she also has an adult son who is happily married. In her spare time, Sarah enjoys catching up with family and friends, cooking, bush walking and camping.