Financial Adviser
· NARRABEEN, NSW
Sarah Denise Phillips
No disciplinary history on record with ASIC
16
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000340015
Sarah Denise Phillips is a financial adviser based in Narrabeen, New South Wales, with 16 years of experience in the financial services industry since 2010. Sarah is currently authorised under Alliance Wealth, operating through Committed Financial Planning. 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 Graduate Diploma of Financial Planing from Kaplan Higher Education. Sarah is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
1994
Diploma of Superannuation Management
ASFA
2007
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2011
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2022
Graduate Diploma of Financial Planing
Kaplan Higher Education
2024
Specialist SMSF Course
SuperConcepts & University of Aldeiade