Financial Adviser
· BROADMEADOW, NSW
Sarah Kathleen Slade
No disciplinary history on record with ASIC
BROADMEADOW,
NSW
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001268837
About Sarah Kathleen Slade
Sarah Kathleen Slade is a financial adviser based in Broadmeadow, New South Wales, with 8 years of experience in the financial services industry since 2018. Sarah is currently authorised under Matrix Planning Solutions Limited, operating through Matrix Planning Solutions. Sarah holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Sarah's qualifications include a Certified Financial Planner (CFP) Education Program from FPA Australia. 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2016
Bachelor Commerce (Finance & Financial Planning)
University of Wollongong
2018
Accredited Aged Care Professional Program
Aged Care Steps
2019
Certified Financial Planner (CFP) Education Program
FPA Australia
2020
Ethics and Professionalism in Financial Advice Course (FPC002B)
Ethics - Kaplan Higher Education
2023
Margin Lending Speicalist Course
Kaplan Professional
2023
Self Managed Superannuation Funds Course (FPE016)
Kaplan Higher Education