SARAH CARLI
Financial Adviser & Lending Specialist
B.Comm(Fin) (Mgmt), Dip FA
Sarah joined the Bob Reus and Co team in late 2016 as a Para Planner and Lending Administrator. She graduated from the University of Wollongong in July 2017 with a Bachelor of Commerce majoring in Finance and Management. Since university Sarah has continued her studies completing her Diploma of Financial Planning and her Mortgage Broking qualification. At the completion of this study Sarah became a registered Credit Representative in October 2018 and an Authorised Financial Advisor in December 2018.
Sarah is involved in forming technical strategies & portfolio construction for our financial advice clients. Within this role she prepares retirement, insurance, estate planning and debt management strategies. Sarah also specialises in home loans and is accredited with a varying panel of lenders.