Sarah Hugill
Financial Adviser at Kelly Wealth Services- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Gold Feature
Click to upgrade to our gold package
for the full feature experience.
Location
Cairns, Queensland, Australia, AU
Topline Score
Topline score feature will be out soon.
Bio
Generated by
Topline AI
You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now
Credentials
-
FPA Aged Care Specialist
Financial Planning Association of AustraliaOct, 2020- Nov, 2024 -
Financial Planner AFP
Financial Planning Association of AustraliaJun, 2020- Nov, 2024 -
Authorised Representative
ASICDec, 2018- Nov, 2024
Experience
-
Kelly Wealth Services
-
Australia
-
Financial Services
-
1 - 100 Employee
-
Financial Adviser
-
Jul 2022 - Present
-
-
-
-
Paraplanner
-
Jan 2022 - Jul 2022
-
-
-
MTP Financial
-
Australia
-
Financial Services
-
1 - 100 Employee
-
Paraplanner
-
Jan 2022 - Apr 2022
-
-
Financial Adviser
-
Jun 2021 - Jan 2022
-
-
-
Veschetti-Crompton Financial Advisers
-
Australia
-
Financial Services
-
1 - 100 Employee
-
Financial Advisor
-
Nov 2019 - May 2021
-
-
Associate Financial Adviser
-
Dec 2018 - Nov 2019
-
-
Paraplanner
-
Jul 2017 - Dec 2018
-
-
-
BDO in Australia
-
Australia
-
Accounting
-
700 & Above Employee
-
Paraplanner
-
Jun 2014 - Mar 2017
-
-
-
BDO in Australia
-
Australia
-
Accounting
-
700 & Above Employee
-
Paraplanner
-
Oct 2009 - Dec 2011
-
-
-
-
Customer Service & Tax Assistant
-
Dec 2008 - Oct 2009
-
-
-
-
Client Services Administrator
-
Jul 2008 - Dec 2008
-
-
-
-
Personal Assistant & Paraplanner
-
Oct 2007 - Jun 2008
-
-
Education
-
James Cook University
Bachelor’s Degree -
Kaplan Professional
Advanced Diploma of Financial Services -
ANZIIF
Diploma of Financial Services -
Kaplan Professional
Self Managed Superannuation Funds Qualification -
Kaplan Professional
Accredited Listed Product Adviser (ALPA) -
Kaplan Professional
Margin Lending Specialist -
Aged Care Steps
Accredited Aged Care Specialist -
Cairns Young Chamber of Commerce
Emerging Leaders Program -
Financial Adviser Standards and Ethics Authority (FASEA)
National Financial Adviser Ethics Exam -
Kaplan Professional
Ethics and Professionalism in Financial Advice -
Kaplan Professional
Ecomonic and Legal Context for Financial Planning
Community
You need to have a working account to view this content.
Click here to join now