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Xiao Jie (Sarah) Wang, CFP®


Name Xiao Jie (Sarah) Wang CFP®
Company First Samuel Limited
Address Level 16 500 Collins Street
Melbourne, VIC 3000
Phone 0411377268
Website www.firstsamuel.com.au/

Sarah has been working in the financial services industry for over 16 years holding positions in management and as a financial adviser with several Australian and international financial institutions. Sarah is very passionate about enabling clients to achieve their financial and lifestyle goals. Being fluent in Chinese (Mandarin), Sarah also has extensive experience working with high-net worth and sophisticated clients and tailors her advice to their specific needs. Sarah is a Certified Financial Planner® (CFP) and holds a Graduate Diploma of Financial Planning. She also holds a Bachelor of Business from Swinburne University along with accreditation in Margin Lending and Self-Managed Super Funds.

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