About Me

Sarah Cox

Sarah is a dedicated professional with over two decades of experience in the financial services industry. She has spent the last 15 years as a financial planner at one of the Big Four banks, providing expert guidance to her clients in the fields of investing and retirement planning.

Sarah is passionate about making a positive difference in the lives of her clients, and her approach is characterised by honesty and thoughtfulness.

In addition to her extensive experience, Sarah holds an advanced diploma in financial planning. She continually updates her knowledge to stay at the forefront of the ever-evolving financial landscape, ensuring her clients receive the most informed guidance and strategies.

Beyond her financial expertise, Sarah loves quality time with family and friends who share her deep love for the ocean and water sports.

Qualifications and Memberships

Advanced Diploma in Financial Planning.