Sarah Slade

Financial Adviser

ASIC adviser number:

001268837

Qualifications and training:

2016, Bachelor Commerce (Finance & Financial Planning), Bachelor Degree (AQF 7), University of Wollongong
2018, Accredited Aged Care Professional Program, Other, Aged Care Steps
2019, Certified Financial Planner (CFP) Education Program, Professional Designations, FPA Australia
2020, Ethics and Professionalism in Financial Advice Course (FPC002B), Bridging Course, Ethics, Kaplan Higher Education
2023, Margin Lending Speicalist Course, Other, Kaplan Professional
2023, Self Managed Superannuation Funds Course (FPE016), Other, Kaplan Higher Education

When adviser first provided advice:

2018

Membership of professional associations:

Financial Advice Association of Australia (FAAA)

Disciplinary action by ASIC:

None

Location:

Level 2, 94 Lambton Rd
Broadmeadow NSW 2292

AFS licence holder name:

Matrix Planning Solutions Limited

AFS licence number:

000238256

Licence controlled by:

Centrepoint Alliance Limited ~ Clearview Wealth Limited [Date Ceased: 30/11/2021]

It's prudent to check an adviser's latest status on ASIC's Financial Advisers Register ».