Financial Adviser
· DURAL, NSW
Sarah Mills
No disciplinary history on record with ASIC
16
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000378390
Sarah Mills is a financial adviser based in Dural, New South Wales, with 16 years of experience in the financial services industry. Sarah is currently authorised under Paragem 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 Diploma of Financial Services (Financial Planning) from Kaplan Professional.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2004
Investment Planning
Tribeca
2004
Risk Management
Tribeca
2007
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2007
Superannuation & Retirement Planning
Tribeca
2011
Margin Lending and Geared Investments
Kaplan Professional
2012
Self Managed Superannuation Funds
Kaplan Professional