Sarah Kathleen Slade
Financial Adviser in Broadmeadow, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001268837
- Location
- Broadmeadow NSW 2292
- Licensee
- Matrix Planning Solutions Limited (AFSL 238256)
- Authorised since
- 28 October 2021
- First provided advice
- 2018
- Qualifications
- Bachelor Commerce (Finance & Financial Planning), University of Wollongong (2016); Accredited Aged Care Professional Program, Aged Care Steps (2018); Certified Financial Planner (CFP) Education Program, FPA Australia (2019); Ethics and Professionalism in Financial Advice Course (FPC002B), Kaplan Higher Education (2020); Margin Lending Speicalist Course, Kaplan Professional (2023); Self Managed Superannuation Funds Course (FPE016), Kaplan Higher Education (2023)
- Memberships
- Financial Advice Association of Australia (FAAA)
- 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 Sarah Kathleen Slade
On the Financial Advisers Register kept by ASIC, Sarah Kathleen Slade appears as a current financial adviser in Broadmeadow, New South Wales, adviser number 001268837.
Advice is given under the Australian financial services licence of Matrix Planning Solutions Limited, licence number 238256. That authorisation dates from 28 October 2021.
According to the register, Sarah first provided financial advice in 2018. Qualifications and training on file include Bachelor Commerce (Finance & Financial Planning) (University of Wollongong, 2016), Accredited Aged Care Professional Program (Aged Care Steps, 2018) and Certified Financial Planner (CFP) Education Program (FPA Australia, 2019). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice 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.
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Questions people ask
Is Sarah Kathleen Slade a registered financial adviser?
Yes. Sarah Kathleen Slade is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001268837.
Which licensee does Sarah Kathleen Slade work under?
Matrix Planning Solutions Limited, Australian financial services licence 238256.
What can Sarah Kathleen Slade 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.