Financial Adviser
· SYDNEY, NSW
Sarah Louise Sheehan
No disciplinary history on record with ASIC
4
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001295688
Sarah Louise Sheehan is a financial adviser based in Sydney, New South Wales, with 4 years of experience in the financial services industry. Sarah is currently authorised under Koda Capital Pty Ltd. 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 Bachelor of Commerce (Financial Planning) from Griffith University.
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
2020
Bachelor of Commerce (Financial Planning)
Griffith University
2022
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
Registration History
Advice on superannuation excludes self-managed superannuation funds
LONSDALE FINANCIAL GROUP PTY LTD
Not authorised to provide advice on Self Managed Superannuation Funds
Source: ASIC Financial Advisers Register