Data sourced from ASIC Financial Advisers Register
Financial Adviser · PERTH, WA

Sarah Kate Illarietti

9 Years experience
Tax advice
authorised
Currently at
Count Financial Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 001260161

Sarah Kate Illarietti is a financial adviser based in Perth, Western Australia, with 9 years of experience in the financial services industry. Sarah is currently authorised under Count Financial Limited. 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 (Accounting and Financial Planning) from Curtin University of Technology. Sarah is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: Excludes Listed Securities (Portfolios > $300k)Excludes SMSF

Authorised to provide tax financial advice services

Qualifications and Training

2016
Bachelor of Commerce (Accounting and Financial Planning)
Curtin University of Technology
2024
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education

Registration History

Count Financial Limited
May 2022 - Present Current
Excludes Listed Securities (Portfolios > $300k)Excludes SMSF
Count Financial Limited
Nov 2017 - Mar 2021 Ceased
Not authorised to provide personal advice on SMSF, Standard Margin Lending

Source: ASIC Financial Advisers Register