Financial Adviser
· BRISBANE, QLD
Sarah Kate Mcsweeney
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001263443
Sarah Kate Mcsweeney is a financial adviser based in Brisbane, Queensland, with 8 years of experience in the financial services industry. Sarah is currently authorised under Art Financial Advice Pty Ltd. Sarah holds authorisations to advise on superannuation, life insurance and deposit products, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Business (Economics, Finance) from Queensland University of Technology (QUT).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Deposit Products
Authorised to provide tax financial advice services
Qualifications and Training
2013
Business Law & Ethics
Queensland University of Technology (QUT)
2015
Bachelor of Business (Economics, Finance)
Queensland University of Technology (QUT)
2017
Diploma of Financial Planning
Kaplan Professional
2020
SuperConcepts & ICFS Specialist SMSF
The University of Adelaide / Super Concepts
2021
Accredited Listed Product Adviser Program
Kaplan Professional
2023
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2024
Tax for Financial Advising
Kaplan Professional
Registration History
QINVEST LIMITED
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register