Sarah Phillips
Financial Adviser
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About
Sarah Phillips is an ASIC-registered financial adviser dedicated to helping individuals and families in Narrabeen and across Australia achieve their financial goals. With a career spanning several decades, Sarah brings a wealth of knowledge and experience to her clients, ensuring they receive tailored advice that meets their unique needs. Sarah's qualifications include a Diploma of Superannuation Management from ASFA, a Diploma and Advanced Diploma of Financial Services (Financial Planning) from Kaplan Professional, a Graduate Diploma of Financial Planning from Kaplan Higher Education, and a Specialist SMSF Course from SuperConcepts & University of Adelaide. She is also a proud member of the Financial Advice Association of Australia (FAAA). Authorised to provide advice on a comprehensive range of financial products, Sarah can assist with superannuation, insurance, wealth management, and retirement planning. She offers guidance on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Key services include: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions • SMSF advice Whether you're planning for retirement, looking to grow your wealth, or seeking to protect your family's future, Sarah is here to help. Contact Sarah today to schedule a consultation and take the first step towards financial security.
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Frequently Asked Questions
What types of financial advice does Sarah Phillips offer?
Sarah Phillips specialises in superannuation advice, retirement planning, wealth management, insurance solutions, and SMSF advice. She can help you create a tailored financial plan to achieve your goals.
What qualifications does Sarah Phillips have?
Sarah Phillips holds a Diploma of Superannuation Management, a Diploma and Advanced Diploma of Financial Services (Financial Planning), a Graduate Diploma of Financial Planning, and a Specialist SMSF Course qualification. She is also a member of the Financial Advice Association of Australia (FAAA).
How does Sarah Phillips approach financial planning?
Sarah takes a client-centered approach, starting with understanding your current financial situation, goals, and risk tolerance. She then develops a personalised financial plan and works with you to implement it, providing ongoing support and adjustments as needed.
What can I expect during my first meeting with Sarah Phillips?
During your first meeting, Sarah will discuss your financial goals, gather information about your current situation, and explain her services. This is an opportunity for you to ask questions and determine if Sarah is the right financial adviser for you.
Does Sarah Phillips provide advice on Self-Managed Super Funds (SMSFs)?
Yes, Sarah Phillips has completed a Specialist SMSF Course and can provide expert advice on all aspects of SMSF establishment, management, and compliance.
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