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 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
  • As a visual person, I found the steps/diagrams illustrated by Scott extremely easy to follow.
    Divya Nair and Abhijith Sukumaran - 10 April 2019
  • Scott is always available to answer any questions we had either in person, via phone or email.
    Paul and Chrissie James - 7th November 2013 - 07 November 2013
  • Scott was very helpful throughout the entire process from preapproval to finalising the loan structure.
    Carolyn Grise - 15 August 2017

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