Sarah has been an integral part of Dolfinwise since 2014 and is our Senior Paraplanner and in house technical specialist. With more than a decade of experience within the business, she brings an exceptional depth of knowledge across superannuation, retirement strategies, insurance structuring, Centrelink considerations and complex legislative matters. When it comes to navigating the finer details of financial advice, Sarah is the person the team turns to. As the backbone of Dolfinwise’s advice preparation process, Sarah plays a pivotal role behind the scenes, ensuring every strategy is technically sound, compliant, and aligned with client objectives. Her meticulous attention to detail and strong grasp of legislation provide confidence not only to our advisers, but ultimately to the clients we serve.
Beyond her technical expertise, Sarah has been instrumental in guiding and mentoring many paraplanners over the years. She is passionate about developing capability within the team, generously sharing her knowledge and maintaining the high standards Dolfinwise is known for. Sarah takes great pride in contributing to advice that genuinely improves people’s financial futures. Her steady leadership, technical precision and commitment to excellence continue to be central to the strength and consistency of the Dolfinwise advice offering.
Outside of work, Sarah enjoys cooking and has a strong appreciation for quality food and coffee. She values staying active, engaging in creative projects, and reading non-fiction.