Financial Adviser
· MANOORA, QLD
Sara Ann Millard
No disciplinary history on record with ASIC
33
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000242535
Sara Ann Millard is a financial adviser based in Manoora, Queensland, with 33 years of experience in the financial services industry. Sara is currently authorised under Lifespan Financial Planning Pty Ltd. Sara 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. Sara is a member of Financial Advice Association of Australia (FAAA) and Financial Ombudsmen Service.
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
2004
Advanced Diploma of Financial Services (Financial Planning)
Tribeca
2004
Diploma of Financial Services (Financial Planning)
Tribeca
2010
Margin Lending and Geared Investments
Kaplan
2012
Cavendish & ICFS Specialist SMSF Course
The University of Adelaide
2020
Graduate Diploma of Financial Planning
Kaplan
Registration History
A.C.N. 603 037 510 PTY LTD
AON HEWITT FINANCIAL ADVICE LIMITED
AON HEWITT FINANCIAL ADVICE LIMITED
ACN 003 344 232 LIMITED
Source: ASIC Financial Advisers Register