Sara Millard
Financial Adviser
Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.
About
Sara Millard is an ASIC-registered financial adviser based in Manoora, Queensland, dedicated to helping clients achieve their financial goals with tailored and strategic advice. Sara holds an Advanced Diploma of Financial Services (Financial Planning) and a Diploma of Financial Services (Financial Planning) both from Tribeca (2004), along with specialist certifications in Margin Lending and Geared Investments from Kaplan (2010), and SMSFs from The University of Adelaide (2012). Continuing her commitment to excellence, Sara completed a Graduate Diploma of Financial Planning from Kaplan in 2020. She is a proud member of the Financial Advice Association of Australia (FAAA). Sara is passionate about providing comprehensive financial solutions. Authorised to provide advice on a wide range of financial products, Sara specialises in superannuation, insurance, and wealth management, empowering clients to make informed decisions about their financial futures. She also provides expert advice on retirement planning, investment life insurance, life risk insurance, securities, retirement savings accounts and government debt securities. • Superannuation Advice • Insurance Solutions • Wealth Management Strategies • Retirement Planning • Investment Advice Ready to take control of your financial future? Contact Sara Millard today to schedule a consultation and discover how personalised financial advice can help you achieve your goals.
Specialisations
Areas of Expertise
Client Types
Services
Licence & Registration Details
Verify credentials independently before engaging services
Frequently Asked Questions
What types of financial advice does Sara Millard offer?
Sara Millard specialises in providing advice on superannuation, insurance, wealth management, and retirement planning, along with investment advice related to life insurance, risk insurance, securities, and government debt securities. She offers tailored strategies to help you achieve your financial goals.
What are Sara Millard's qualifications and professional memberships?
Sara holds an Advanced Diploma of Financial Services (Financial Planning) and a Diploma of Financial Services (Financial Planning) both from Tribeca (2004), along with specialist certifications in Margin Lending and Geared Investments from Kaplan (2010), and SMSFs from The University of Adelaide (2012). Continuing her commitment to excellence, Sara completed a Graduate Diploma of Financial Planning from Kaplan in 2020. She is a member of the Financial Advice Association of Australia (FAAA).
How does Sara Millard approach financial planning?
Sara believes in a personalised approach to financial planning. She takes the time to understand your unique circumstances, goals, and risk tolerance to develop strategies tailored to your specific needs. This includes regular reviews and adjustments to ensure your plan remains aligned with your evolving life.
What should I expect during my first meeting with Sara Millard?
During your initial consultation, Sara will discuss your current financial situation, your short-term and long-term goals, and any concerns you may have. This meeting is an opportunity for you to get to know Sara, understand her approach, and determine if she is the right fit for your financial planning needs. There is no obligation to proceed after the initial consultation.
How can Sara Millard help me with my retirement planning?
Sara can help you create a comprehensive retirement plan that considers your desired lifestyle, estimated expenses, and various income sources. She can provide advice on superannuation strategies, investment options, and strategies to maximise your retirement savings, ensuring a comfortable and secure retirement.
Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.