Financial Adviser
· SUTHERLAND, NSW
Sarah Broady
No disciplinary history on record with ASIC
SUTHERLAND,
NSW
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000282197
About Sarah Broady
Sarah Broady is a financial adviser based in Sutherland, New South Wales, with 22 years of experience in the financial services industry since 2004. Sarah is currently authorised under Forest Wealth Holdings, operating through Forest Wealth. 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 Certified Financial Planner from FPA. 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
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2002
Bachelor of Commerce (Finance)
University of Wollongong
2005
Graduate Diploma of Financial Planning
Securities Institute of Australia
2015
Certified Financial Planner
FPA
2016
Self Managed Superannuation Funds
Kaplan Higher Education Pty Ltd
Registration History
Government Debentures, Stocks or Bonds - Class of product only
R FINANCIAL EDUCATORS PTY LTD
Source: ASIC Financial Advisers Register