Sarah

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Senior Client Service Associate at WealthPartners Financial Solutions|West Pymble, New South Wales, Australia

Position:

Senior Client Service Associate at WealthPartners Financial Solutions

Location:

West Pymble, New South Wales, Australia

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Last updated: 2026-06-18
Updated: 2026-06-18

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Work Experience 35 years

Senior Client Service Associate at WealthPartners Financial Solutions

Feb 2024 - Current

Operations Manager - Financial Planning at Pearman Financial Management Pty Ltd

Apr 2017 - Jan 2024

Financial Planning Assistant at Aspire Wealth Solutions

Nov 2014 - Apr 2017

Full-time parenting at Career Break

Jul 2009 - Oct 2014

Superannuation Senior Administrator at KPMG

Nov 2006 - Jun 2009

Colour Technician at TONI&GUY

Nov 2005 - Oct 2006

Personal goal pursuit at Career Break

Apr 2005 - Oct 2005

Senior Corporate Superannuation Client Service Consultant at ING Australia

May 2000 - Mar 2005

Staff Superannuation Administrator at Zurich Insurance

May 1999 - May 2000

Superannuation Adminstrator at AMP

Sep 1996 - May 1999

Marketing Administration Assistant at The Colonial Mutual Life Assurance Society Limited

May 1995 - Mar 1996

Professional Indemnity Administrative Assistant at FAI Professional Indemnity

Dec 1994 - Apr 1995

Marketing Assistant at Global Funds Management Ltd.

Oct 1993 - Nov 1994

Senior Assistant at Global Funds Management Ltd.

Oct 1992 - Oct 1993

Assistant at Palmer Grace & Associates

Sep 1991 - Oct 1992

Sarah started working in 1991, then the employee has changed 12 companies and 14 jobs. On average, Sarah works for one company for 2 years 3 months.

Their professional focus is Client Relations, Client Services, and Client Services Management across 3 core areas.

Education

Diploma of Financial Planning at Mentor Education

Certificate III Hairdressing at TAFE NSW

Statement of Attainment - PS146 Compliant Training at ASFA

Certificate IV in Makeup Artistry and Technology at Cameron Jane Makeup Academy

Certificate Investment Management at ASFA

Certificate of Superannuation Management at ASFA

High School Diploma at Pymble Ladies'​ College

Sarah Namesakes

Name
Company
Position
Sarah
مجمع بلسم المداوي الطبي المتخصص في طب الأسنان
Human Resources Specialist
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Sarah
Medical Science Liaison
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Sarah
Social Media Officer
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