Financial Adviser · CHATSWOOD, NSW

Sarah Jane Cavanagh

28 Years experience

Tax advice
authorised

Currently at

Bensville, NSW

View firm profile

ASIC Registered · ADV 000260389

Sarah Jane Cavanagh is a financial adviser based in Chatswood, New South Wales, with 28 years of experience in the financial services industry. Sarah is currently authorised under Oakwood Financial Group Pty 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 Certified Financial Planner from Financial Planning Association. Sarah is a member of Chartered Accountants Australia and New Zealand (CA ANZ) and Financial Advice Association of Australia (FAAA).

Authorised to Advise On

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

Restrictions: Yes - Restricted to the recommended products list of the licencees designated research houses being Lonsec & Zenith.

Authorised to provide tax financial advice services

Qualifications and Training

1986

Bachelor of Economics

University of Sydney

1991

Professional Year of Study

Institute of Chartered Accountants

1998

Certified Financial Planner

Financial Planning Association

Registration History

Oakwood Financial Group Pty Limited

Aug 2005 - Present Current

Yes - Restricted to the recommended products list of the licencees designated research houses being Lonsec & Zenith.

Source: ASIC Financial Advisers Register