Sarah Donald
Financial Adviser
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About
Sarah Donald is an ASIC-registered financial adviser based in South Brisbane, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a strong foundation built on extensive education and industry experience, Sarah holds an Accredited Listed Product Adviser (ASX ALPA) Program certification from Finsia (2007), a Diploma of Financial Planning from the Financial Planning Association of Australia (2008), a Graduate Diploma of Financial Planning (2014), and a Master of Financial Planning (2017) from Kaplan Higher Education. Further enhancing her expertise, Sarah also holds an Accredited Aged Care Professional certification from Aged Care Steps (2019) and completed FPC002B Ethics and Professionalism in Financial Advice with Kaplan Higher Education in 2020. Sarah is authorised to provide advice on a wide range of financial products, ensuring clients receive well-rounded support. Her expertise encompasses superannuation, insurance, wealth management, and retirement planning, along with Investment Life Insurance, Life Risk Insurance, Securities, Derivatives, 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 Sarah Donald today for a personalised consultation and expert guidance.
Specialisations
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Licence & Registration Details
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Frequently Asked Questions
What services does Sarah Donald offer?
Sarah Donald specialises in providing comprehensive financial advice, including superannuation, insurance, wealth management, and retirement planning. She also offers guidance on Investment Life Insurance, Life Risk Insurance, Securities, Derivatives, Retirement Savings Accounts, and Government Debt Securities.
What qualifications does Sarah Donald have?
Sarah holds an Accredited Listed Product Adviser (ASX ALPA) Program certification, a Diploma of Financial Planning, a Graduate Diploma of Financial Planning, a Master of Financial Planning, an Accredited Aged Care Professional certification, and has completed FPC002B Ethics and Professionalism in Financial Advice.
How does Sarah Donald approach financial planning?
Sarah takes a client-focused approach, tailoring her advice to meet the unique needs and goals of each individual. She begins with a thorough assessment of your current financial situation and then develops a personalised plan to help you achieve your objectives.
What should I expect during my first consultation with Sarah Donald?
During your initial consultation, you can expect to discuss your financial goals, current financial situation, and any concerns you may have. Sarah will then explain her services and how she can help you achieve your objectives. This is an opportunity for you to ask questions and determine if Sarah is the right financial advisor for you.
Can Sarah Donald help with retirement planning?
Yes, Sarah specialises in retirement planning and can assist you in developing a comprehensive strategy to ensure a comfortable and financially secure retirement. This includes superannuation advice, investment strategies, and income planning.
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