Sarah Cavanagh
Financial Adviser
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About
Sarah Cavanagh is an ASIC-registered financial adviser dedicated to helping individuals and families in Chatswood, NSW, achieve their financial goals. With a Bachelor of Economics from the University of Sydney (1986), a Professional Year of Study from the Institute of Chartered Accountants (1991), and certification as a Financial Planner from the Financial Planning Association (1998), Sarah brings a wealth of knowledge and experience to her clients. As a member of Chartered Accountants Australia and New Zealand (CA ANZ) and the Financial Advice Association of Australia (FAAA), Sarah adheres to the highest ethical and professional standards. She is authorised to provide advice on a broad range of financial products, including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, securities, Retirement Savings Accounts and Government Debt Securities. Sarah's commitment is to provide tailored financial solutions that meet her clients' unique needs and aspirations. She believes in building long-term relationships based on trust, transparency, and exceptional service. Key services include: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions • Investment advice Ready to take control of your financial future? Contact Sarah Cavanagh today for a complimentary consultation.
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Frequently Asked Questions
What types of financial advice does Sarah Cavanagh offer?
Sarah Cavanagh specialises in superannuation, retirement planning, wealth management, and insurance solutions. She can provide tailored advice to help you achieve your specific financial goals.
What are Sarah Cavanagh's qualifications and experience?
Sarah holds a Bachelor of Economics from the University of Sydney, completed a Professional Year of Study with the Institute of Chartered Accountants and is a Certified Financial Planner with the Financial Planning Association. She has been working in the financial services industry for many years.
How does Sarah Cavanagh approach financial planning?
Sarah believes in building long-term relationships with her clients. She takes the time to understand their unique circumstances, goals, and risk tolerance. She then develops a personalised financial plan that is tailored to their specific needs.
What can I expect during my first consultation with Sarah Cavanagh?
During your initial consultation, you can expect to discuss your financial goals, current financial situation, and any concerns you may have. Sarah will explain her services and how she can help you achieve your objectives. This is a no-obligation consultation to see if you're a good fit.
Why should I choose Sarah Cavanagh as my financial advisor?
Sarah Cavanagh is committed to providing expert financial advice with a focus on integrity, transparency, and client satisfaction. Her extensive experience and dedication to her clients make her a trusted partner in achieving financial success.
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