Sally Curtis
Sally joined the firm in May 2000 and is responsible for the operation of the Financial Planning division of the business. Sally is a Certified Financial Planner™ (CFP®) practitioner member of the Financial Planning Association of Australia and has also completed additional studies as a Life Risk Specialist (LRS®), providing professional advice in the area of personal insurance. Sally is a Senior Associate member of FINSIA through which she completed the Advanced Diploma in Financial Services (Financial Planning) in 2006.
As a qualified Financial Adviser and Authorised Representative of Count Financial Limited, Sally maintains a close professional relationship with clients, assisting them with the development and implementation of personalised financial plans and the ongoing review of their financial position, strategy and investments.
Outside of work, Sally enjoys long distance cycling.
