Financial Adviser
· MILDURA, VIC
Sara Jane Ritchie
No disciplinary history on record with ASIC
MILDURA,
VIC
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001002448
Sara Jane Ritchie is a financial adviser based in Mildura, Victoria, with 19 years of experience in the financial services industry since 2007. Sara is currently authorised under M Group Financial Planning, operating through Thayne Graeme Turley. Sara holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Sara's qualifications include a Master of Financial Planning from Kaplan Professional.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2010
FNS60404 Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2017
Master of Financial Planning
Kaplan Professional
2021
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2025
Commercial Law
Kaplan Professional