Sarah Cavanagh - B.Ec, CA, CFPASIC Authorised Representative Number 260389Memberships
Qualifications
Sarah has had over 15 years experience as a Chartered Accountant with a medium sized accounting firm, specialising in advising individual clients and their businesses with regard to taxation and business management issues. In 1997, Sarah specialised by moving into the financial planning sector and assisted in setting up and managing the firm’s Financial Services Division. Sarah moved to a financial planning firm in January 2001 to further her experience in the industry. In August 2005 Sarah began her own Financial Planning practice. Sarah helped establish the Oakwood Dealer Group and is currently a Director. Sarah prides herself on developing her business through client and business referrals alone. Over the last 10 years Sarah has provided immaculate service to individuals and small businesses, guiding them to maximise their growth through careful strategic planning. Sarah strives to maximise every one of her client’s wealth potential, protection and distribution. Sarah utilises her experience as a Chartered Accountant to provide financial advice that takes into account every relevant detail of a client’s life. This includes an understanding of the business, tax and financial issues that enables her to work with her clients to develop sound financial and investment strategies. Through solid strategic advice and excellent service, Sarah has developed personal relationships with many of her clients that she continues to maintain through her philosophy of working together with the client to ensure the success of personal and professional goals. Contact DetailsSuite 203 PO Box 1347 Ph: 02 9419 5200
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