Financial Adviser
· PHILLIP, ACT
Sarah Joy Mcaulay
No disciplinary history on record with ASIC
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001242622
Sarah Joy Mcaulay is a financial adviser based in Phillip, Australian Capital Territory, with 10 years of experience in the financial services industry. Sarah is currently authorised under Matrix Planning Solutions Limited. Sarah holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Graduate Diploma of Financial Planning from Kaplan Higher Education.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2015
Diploma of Financial Planning
Kaplan Professional
2015
Securities and Managed Investments Program
Kaplan Professional
2015
TASA and the TPB Code of Professional Conduct
Kaplan Professional
2016
Tax for Financial Advising
Kaplan Professional
2019
Commercial Law Course
Kaplan Professional
2020
Self Managed Superannuation Funds Course
Kaplan Professional
2024
Graduate Diploma of Financial Planning
Kaplan Higher Education
Registration History
A.C.N. 133 593 012 PTY LTD
A.C.N. 133 593 012 PTY LTD
EXCLUDES SMSF
Source: ASIC Financial Advisers Register