Adviser Profile - Sara Thomas

I have 18 years of experience in financial services covering investments, superannuation, retirement planning, and personal insurance needs for those who are building wealth, as well as those transitioning into the next phase of life. I channel my experience into helping my clients make informed, confident choices about their financial future.

 

Before establishing Acacia Advisory, I spent over a decade in senior roles within private banking, including Head of Advice Enablement at a major Australian bank. I have worked closely with individuals and families to solve crucial problems, understanding that each person’s needs are different and their affairs must be treated with care, concern, and respect.

 

My style is down to earth, making complex issues easy for you to understand and solve. I genuinely care for you and all the people I work with, finding ways to bring more happiness and less anxiety to your financial affairs.

 

Based in regional Victoria, I service both Melbourne and the wider North Central region, face to face and, if necessary, by talking with you via Teams.

 

What qualifications and professional memberships does your financial adviser have?

I hold a Bachelor of Business (Financial Planning).

 

What areas is your Financial Adviser authorised to provide advice on?

I am authorised to provide financial services, including advice or services in the following areas:

• Deposit and Payment Products

• Government Debentures, Stocks or Bonds

• Investment Life Insurance Products

• Life Risk Insurance Products

• Managed Investment Schemes, including IDPS

• Retirement Savings Account Products

• Securities

• Superannuation

• Self-Managed Super Funds

• Standard Margin Lending Facility

• Miscellaneous Financial Investment Products

 

How will your financial adviser be paid for the services provided?

Acacia Financial Advisory Pty Ltd is the corporate trustee for Acacia Family Trust. I receive distributions from the Acacia Family Trust, which are derived from the profits of the Acacia Financial Advisory business.

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Lack of Independence

Insight Investment Partners is not able to describe itself as being independent, impartial or unbiased because we:

• receive commissions for the advice we provide on life risk insurance products; and

• have an approved product list which limits the range of products we or our representatives can recommend when providing advice to you;

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