Sarah has a Certificate III in Business Adminstration. She has been in the Financial Services industry since 2004 and has been employed as a Paraplanner by BBV Wealth Management since 2007. Her role is varied, however her main role is to support Veronica in providing an efficient and reliable financial service to our clients.
Sarah has great attention to detail, she is a logical thinker with a client focus. She is often the first point of contact for clients. Sarah is passionate about the support she offers and prides herself on providing exceptional service in a calm and friendly manner.
Her other skills include -
- Great understanding of the financial planning process
- Ability to liaise between clients, financial planners, investment houses, insurers
- Expertise to conduct research and calculations
- Good understanding of compliance issues.