Sarah Joy McAulay
Financial Adviser in Phillip, Australian Capital Territory, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001242622
- Location
- Phillip ACT 2606
- Licensee
- Matrix Planning Solutions Limited (AFSL 238256)
- Authorised since
- 12 August 2025
- First provided advice
- 2016
- Qualifications
- Diploma of Financial Planning, Kaplan Professional (2015); Securities and Managed Investments Program, Kaplan Professional (2015); TASA and the TPB Code of Professional Conduct, Kaplan Professional (2015); Tax for Financial Advising, Kaplan Professional (2016); Commercial Law Course, Kaplan Professional (2019); Self Managed Superannuation Funds Course, Kaplan Professional (2020); Graduate Diploma of Financial Planning, Kaplan Higher Education (2024)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Sarah Joy McAulay
Sarah Joy McAulay is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Phillip, Australian Capital Territory (adviser number 001242622).
Advice is given under the Australian financial services licence of Matrix Planning Solutions Limited, licence number 238256. The current authorisation started on 12 August 2025.
The register records 2016 as the year Sarah first provided financial advice. Qualifications and training on file include Diploma of Financial Planning (Kaplan Professional, 2015), Securities and Managed Investments Program (Kaplan Professional, 2015) and TASA and the TPB Code of Professional Conduct (Kaplan Professional, 2015).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Sarah Joy McAulay a registered financial adviser?
Yes. Sarah Joy McAulay is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001242622.
Which licensee does Sarah Joy McAulay work under?
Matrix Planning Solutions Limited, Australian financial services licence 238256.
What can Sarah Joy McAulay 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.