Sarah is Apt Wealth Partners Chief Investment Officer. She has over 10 years’ experience in investment research, covering a wide range of asset classes, and portfolio construction. Sarah is responsible for providing portfolio construction solutions for advisers and their clients and manages the Apt Wealth Partners Model Portfolios and Separately Managed Accounts.
Sarah has completed a Bachelor of Applied Finance with a Bachelor of Commerce (Accounting) and a Masters of Applied Finance from Macquarie University. She is also a Financial Planner AFP® with the Financial Planning Association of Australia.
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Location: sydney