Financial Adviser · CANBERRA, ACT

Sarah Pearson

CANBERRA, ACT
3 Years experience
Tax advice
authorised
ASIC Registered · ADV 001298915
Licensee
Bundall, QLD (licence address on ASIC register)

About Sarah Pearson

Sarah Pearson is a financial adviser based in Canberra, Australian Capital Territory, with 3 years of experience in the financial services industry since 2023. Sarah is currently authorised under Ep Financial Services. Sarah holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Sarah's qualifications include a Bachelor of Commerce (Financial Planning) from University of Canberra.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: Managed Discretionary Accounts (Advice and Arrange only)

Authorised to provide tax financial advice services

Qualifications and Training

2020
MM467 Professional Ethics
Ethics - University of New England
2021
Bachelor of Commerce (Financial Planning)
University of Canberra

Registration History

Oct 2026 - Present Current
Managed Discretionary Accounts (Advice and Arrange only)
Feb 2025 - Sep 2026 Ceased
Jul 2024 - Dec 2024 Ceased
Sep 2022 - Jul 2024 Ceased

Source: ASIC Financial Advisers Register