B.Bus., M.Fin / Investor Services Manager
Sarah is the Vantage Investor Services Manager. She is responsible for providing exceptional service to existing and prospective investors and their advisers.
Sarah has been in financial services for the past 10 years and has had a diverse background working in roles within both large institutions as well as family businesses. She has worked within a number of customer services roles both supporting advisers and also working as a financial adviser herself.
Prior to Joining Vantage, Sarah ran her own financial advice business where she had assisted her clients with their wealth management & advised on strategies including investment portfolio management, debt & cashflow management, superannuation & insurances. She has had experience working with both employed and self-employed clients as well as previous experience with purchasing & selling a financial advice business.
Sarah holds a Bachelor of Business majoring in Finance, Master of Applied Finance as well as accreditations within Margin Lending & SMSF’s and has completed a Family Office Wealth Management executive education course at Harvard Business School.