MEET THE TEAM
Sarah has 10 years’ finance industry experience and her main role at Oakbridge Wealth is the day-to-day administration of client relationships. Sarah manages the on-boarding of clients as well as the ongoing review of existing clients, having specific knowledge in understanding complex corporate and trust structures. Sarah’s role includes arranging client events, office management duties and is our first point of contact for all visitors. Sarah holds the International Certificate in Wealth and Investment Management.