BBus, GradDipFP, CFP®
Sarah has been working in the financial services industry for over 15 years holding positions in management and as a financial adviser with several Australian and international financial institutions. Prior to joining First Samuel, Sarah looked after a large book of private clients as a Senior Wealth Manager.
Sarah has extensive experience working with professionals and high net-worth clients and tailors her advice to their specific needs. She is passionate about enabling clients to achieve their financial and lifestyle goals.
Sarah is a Certified Financial Planner® (CFP) and holds a Graduate Diploma of Financial Planning. She also holds a Bachelor of Business from Swinburne University along with accreditations in Margin Lending and Self-Managed Super Funds
Before migrating to Australia, Sarah was trained as a professional synchronised swimmer. During that time, she was a part of the Chinese National Team and she also proudly represented China during the 1992 Olympic Games in Barcelona.
Sarah lives with her partner and his teenage daughter, and she also has an adult son who is happily married. In her spare time, Sarah enjoys catching up with family and friends, cooking, bush walking and camping.