Financial Adviser
· MELBOURNE, VIC
Sarah Alvares
No disciplinary history on record with ASIC
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001245519
Sarah Alvares is a financial adviser based in Melbourne, Victoria, with 19 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 investments, managed investments and securities, as well as tax financial advice services (TFAS). Their qualifications include a Certified Financial Planner from Financial Planning Association of Australia. Sarah is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2003
Bachelor of Arts & Bachelor of Commerce
University of Melbourne
2008
Advanced Diploma in Financial Services (Financial Planning)
ThreeSixty
2010
Certified Financial Planner
Financial Planning Association of Australia
2021
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
Source: ASIC Financial Advisers Register