Financial Adviser
· MELBOURNE, VIC
Sarah Catharine Thorburn
No disciplinary history on record with ASIC
23
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000247399
Sarah Catharine Thorburn is a financial adviser based in Melbourne, Victoria, with 23 years of experience in the financial services industry. Sarah is currently authorised under Bongiorno Wealth Management 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 Commerce from University of Melbourne. Sarah is a member of Financial Advice Association of Australia (FAAA) and Institute of Public Accountants (IPA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Derivatives
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1996
Bachelor of Commerce
University of Melbourne
2002
Introduction to Financial Planning, Risk Management and Insurance Planning
Financial Planning Association of Australia
2003
Superannuation & Retirement Planning, Investment Planning I
CCH Learning (formerly Australian Institute of Financial Studies)
2012
CPA Program
CPA Australia
Registration History
Source: ASIC Financial Advisers Register