Financial Adviser (FA)
Sarah is IWIinvestor’s Investment Adviser and a Financial Adviser (FA) FSP 25924. She has been in the industry since 1999 and has been awarded the Financial Advice NZ Trusted Adviser mark. As Investment Adviser, she has primary responsibility for providing investment advice.
Sarah has had various advising roles within the industry, starting with Retirement Savings Product Manager at the National Bank in Wellington. Moving to Taupō in 2003, she became an adviser with AMP and then Spicers.
Sarah has a Bachelor's Degree in Parks, Recreation and Tourism Management from Lincoln University. She has a passionate interest in the outdoors and is a champion for environmental issues. She has since completed a Post Graduate Diploma in Personal Financial Planning (Massey), and the New Zealand Certificate in Financial Services (Level 5).
Sarah lives in Taupo with her partner and son. She enjoys fly-fishing and forest walks with her two dogs.