Financial Adviser · KEW, VIC

Sarah Amy Rickuss

16 Years experience
Tax advice
authorised
ASIC Registered · ADV 000355555

Sarah Amy Rickuss is a financial adviser based in Kew, Victoria, with 16 years of experience in the financial services industry. Sarah is currently authorised under Chpw Financial 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 Business (Financial Planning) from RMIT University.

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

2007
Diploma of Financial Services (Superannuation)
The Association of Superannuation Funds of Australia Limited
2009
Advanced Diploma of Financial Services (Superannuation)
The Association of Superannuation Funds of Australia Limited
2010
Margin Lending Accreditation Program
Deakin Prime Corporate Education
2014
Bachelor of Business (Financial Planning)
RMIT University
2014
Financial Units
Open Universities Australia
2023
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional

Registration History

May 2024 - Present Current
Feb 2018 - Apr 2024 Ceased
May 2010 - Feb 2013 Ceased

Source: ASIC Financial Advisers Register