Sara Ann Millard
Financial Adviser in Manoora, Queensland, Australia
Review Sara Ann Millard
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000242535
- Location
- Manoora QLD 4870
- Licensee
- Lifespan Financial Planning Pty Ltd (AFSL 229892)
- Authorised since
- 14 February 2024
- First provided advice
- 1993
- Qualifications
- Advanced Diploma of Financial Services (Financial Planning), Tribeca (2004); Diploma of Financial Services (Financial Planning), Tribeca (2004); Margin Lending and Geared Investments, Kaplan (2010); Cavendish & ICFS Specialist SMSF Course, The University of Adelaide (2012); Graduate Diploma of Financial Planning, Kaplan (2020)
- Memberships
- Financial Advice Association of Australia (FAAA); Financial Ombudsmen Service
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Sara Ann Millard
Sara Ann Millard is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Manoora, Queensland (adviser number 000242535).
The licensee Sara advises under is Lifespan Financial Planning Pty Ltd (AFS licence 229892). That authorisation dates from 14 February 2024.
The register records 1993 as the year Sara first provided financial advice. Qualifications and training on file include Advanced Diploma of Financial Services (Financial Planning) (Tribeca, 2004), Diploma of Financial Services (Financial Planning) (Tribeca, 2004) and Margin Lending and Geared Investments (Kaplan, 2010). Professional memberships recorded: Financial Advice Association of Australia (FAAA) and Financial Ombudsmen Service.
Sara is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
Reviews
Nobody has reviewed Sara Ann Millard here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Sara Ann Millard a registered financial adviser?
Yes. Sara Ann Millard is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000242535.
Which licensee does Sara Ann Millard work under?
Lifespan Financial Planning Pty Ltd, Australian financial services licence 229892.
What can Sara Ann Millard give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.