Sarah McCarthy Email
Head of Portfolio Solutions @ Entireti
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Sarah McCarthy Location
- Australia
Sarah McCarthy Work
- Head of Portfolio Solutions @ (December 2024 - Present)
- Certified Financial Planner @ (July 2016 - Present)
- National Manager Research Services @ (June 2023 - December 2024)
- Business Manager - AMP Advice @ (July 2021 - June 2023)
- Partnership Manager and Strategic Account Manager for AMP Advice @ (July 2009 - July 2021)
- Partnership Manager and Strategic Account Manager @ (July 2009 - July 2021)
- Partnership Manager and Strategic Account Manager @ (July 2009 - July 2021)
- Partnership Manager and Strategic Account Manager @ Charter Financial Planning (July 2009 - July 2021)
- Senior Relationship Manager and Authorised Representative @ (January 2006 - December 2009)
- Client Manager and Authorised Representative @ (January 2000 - December 2007)
Sarah McCarthy Education
- Kaplan Professional
Certificate IV in Finance and Mortgage Broking (Finance and Financial Management Services)
2022-2023 - Financial Advice Association of Australia Limited
Certified Financial Planner (Financial Planning and Services)
2010-2016 - University of South Australia
Bachelor's degree (ARCHITECTURE AND RELATED SERVICES)
1996-1999 - Financial Services Institute of Australasia
- Kaplan Australia
Advanced Diploma in Financial Services (Financial Planning and Services)
Sarah McCarthy Summary
- Sarah McCarthy, based in Australia, is currently a Head of Portfolio Solutions at Entireti. Sarah McCarthy brings experience from previous roles at Financial Planning Association of Australia and AMP. Sarah McCarthy holds a 2022 - 2023 Certificate IV in Finance and Mortgage Broking in Finance and Financial Management Services @ Kaplan Professional. Sarah McCarthy has 1 emails on RocketReach.
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