Financial Adviser
· BEAUDESERT, QLD
Sarah Nulty
No disciplinary history on record with ASIC
13
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000442864
Sarah Nulty is a financial adviser based in Beaudesert, Queensland, with 13 years of experience in the financial services industry. Sarah is currently authorised under Athena Financial Services 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 Graduate Diploma of Financial Planning from Kaplan Professional. Sarah is a member of Association of Independently Owned Financial Professionals (AIOFP).
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
2014
SMSF Specialist Course
Kaplan
2015
Certificate IV Mortgage Broking
AAMC
2016
Margin Lending accreditation
Pinnacle Financial Services Academy
2018
Graduate Diploma of Financial Planning
Kaplan Professional
2019
Graduate Certificate in Applied Finance
Kaplan
2025
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
NEXTGEN FINANCIAL GROUP PTY LTD
FINANCIAL SERVICES PARTNERS PTY LIMITED
Source: ASIC Financial Advisers Register