Sarah Bately

Sarah Bately - Insurance Adviser

Sarah returned to the financial services industry in 2017 after leaving the banking sector in 2003.  During that time she has worked in a multitude of industries, including retail, property management & construction. 

In the last 5 years she has worked for a large financial services company, working in investment administration, and insurance.  Sarah gained her first qualification towards becoming a financial adviser in 2018 and loves working with her clients to help them set up sound plans to ensure their financial futures.

Sarah is passionate about giving the right insurance advice to clients on an individual basis. She aligns this advice against the clients expectations and what is important to them.

Outside of the office Sarah enjoys gardening, baking and spending time with her partner and 5 daughters.

Her qualifications include:

  • Registered Financial Advisor FSP 739751
  • Life and Health Insurance Strand
  • Core Strand
  • Residential lending Strand
  • Financial Advice Strand
  • Investment Strand
  • Great experience chatting with Sarah about our insurances. She’s very knowledgeable and explains everything clearly, always makes sure that we have all the information to make an informed decision about how and where is the best place to put our money. Also helps that she’s absolutely lovely and very easy to talk to
    Sarah Martin - 22 May 2024
  • Scott has been absolutely incredible. I was initially hesitant to use a broker but I am beyond glad I did. Prompt, insightful, and reliable - will be using his services into the future.
    Kaleb McCall - 17 May 2024
  • We have never used a Mortgage Broker in the past and Scott Miller was amazing and made our refinancing journey very simple and straightforward. He is very knowledgeable and professional; would highly recommend Advanced Mortgage Solutions to anyone.
    Many thanks Scott.
    Alison and Colin Philip - 10 May 2024
  • I chose to work with Greg to help me buy my first home and I'm so glad I did! I honestly can't recommend him enough, he made the whole process so easy and stress free, helped me every step of the way to understand what I needed to do next and a lot of the time was doing all the work for me. Such an absolute pleasure to deal with, I sincerely appreciate everything so much and will be referring everyone I know your way!
    Cara Eve - 02 May 2024
  • For anyone considering or even contemplating a broker + advisor combination, look no further! I consider myself loyal to those who are strong to their word, provide genuine help and are able to put it in plain English so I can make an informed decision based on my circumstances.
    Leith Skinner - 30 April 2024