Principal Financial Adviser
Sarah Rogers QPIA®, Adv Dip FS(FP), Dip FS AMC
Sarah is the CEO of Profolio and started the business in 2014 with it all coming together in 2015. With a background in Financial Planning and Mortgage Broking, plus the highest level qualification in the property investment industry Sarah stands as a leader in her field. This has been proven by winning awards such as AMP Financial Advisor of the Year 2014 and a sought after feature writer for various magazines and publications.
Sarah’s passion for her industry and investing inspires her to help you achieve your dreams.
Sarah has a specialisation in property investment but believes in a holistic approach to building an investment portfolio, looking at all areas of investment to best match your goal.
QPIA® (Qualified Property Investment Advisor, Masters level)
Advanced Diploma in Financial Services (Financial Planning)
Diploma of Finance and Mortgage Broking Management
RG146 in Gearing and Margin Lending
RG146 in Self Managed Super Funds
Steph is our Office Manager. Steph has worked in the finance industry for over 6 years now in roles ranging from administration, accounts, customer service, new business, and management. Your first point of contact for the office is likely to be Steph, Steph’s bubbly personality ensures all clients feel welcomed and part of the Profolio family. Steph’s role includes managing staff and the office backend, along with everything else the office needs.
Steph invests personally in shares and managed funds.
Bachelor of Business (currently completing)
Is Sarah your adviser? To rate Sarah as your adviser click the picture below. If you would like to see how Sarah rates against other advisers Australia wide, you can also view that here, plus read reviews from Sarah’s existing clients. Sarah is a Platinum Adviser, the highest rating attainable.
More of the Profolio team at the new Stanley street office opening.