Sarah joined Koda in July 2024 as an experienced adviser to high net wealth and ultra-high net wealth individuals and their families.
As a trusted adviser, Sarah provides clients with holistic wealth management advice including superannuation including SMSFs, retirement planning, investment structuring, investment portfolio management, intergenerational wealth transfer and wealth protection.
Sarah’s focus is understanding each client’s total financial interests and long term goals, not simply their investments. To do this, Sarah has a history of understanding her clients, their families and working closely with their trusted accountants and estate planners to ensure total peace of mind.
Prior to joining Koda, Sarah spent 17 years at the JBWere and NAB Private Wealth in Melbourne.
Sarah is a Certified Financial Planner and a registered Tax (Financial) Adviser. Sarah’s education includes both a Bachelor of Commerce and Arts from the University of Melbourne. She is also member of the Financial Advice Association of Australia.