SARAH LAGERROTH
Currimunidi,Australia
Summary
Finance professional transitioning into the property acquisitions industry, with a Bachelor of Commerce and Economics degree and extensive experience in client services, relationship management, and data analysis. Highly proficient in Microsoft Office, including Excel, and general computer and Apple Mac use. Adept at managing multiple priorities while maintaining high service standards. Enthusiastic about learning and developing expertise in the property market on the Sunshine Coast. Currently booked to complete the REIQ Real Estate Registration.
Overview
7
7
years of professional experience
Work History
Paraplanner
HUDSON FINANCIAL PLANNING
05.2024 - Current
- Prepare comprehensive advice and review documents for client portfolios
- Compile and process insurance applications, liaising between providers and clients
- Implement insurance processes and manage policy changes
- Draft Fee Disclosure Statements and Renewal Notices in compliance with regulatory requirements
- Execute Superannuation Investment Switches and Withdrawals according to client instructions
- Develop and maintain strong client relationships through proactive communication
Career Break – Working Holiday Visa in Canada
10.2022 - 05.2024
- Worked in various customer service & hospitality positions for seasonal contracts
Data & Insights Analyst
PAR8O INSIGHTS
05.2022 - 10.2022
- Conducted data sourcing, input, and analysis for business intelligence purposes
- Performed market research and competitor analysis
- Authored detailed analytical reports and developed presentations for stakeholders
- Created and managed databases to improve data accessibility and reporting capabilities
- Strengthened problem-solving skills by analyzing trends and market behaviors
Client Services Officer
DONEGAL WEALTH FINANCIAL PLANNING
02.2021 - 05.2022
- Prepared comprehensive financial review documents and portfolio reports for client meetings
- Drafted professional client correspondence and managed ongoing communication
- Processed insurance claims and updated policy changes with insurers
- Created and managed FDS and OSA documents in compliance with financial regulations
- Provided full adviser support including meeting preparation and documentation
- Maintained client files and updated database systems with accurate information
Casual Manager and Retail Sales Associate
DISSH BOUTIQUES
11.2017 - 05.2022
- Managed staff scheduling, training, and performance to meet business objectives
- Achieved national recognition for the highest number of 'Big Sales' (sales over $350) during the 2020 Christmas period
- Supervised store operations, including opening/closing procedures and daily banking
- Communicated daily store performance reports to head office
- Developed strong negotiation and customer service skills through high-volume sales
Education
REIQ Real Estate Registration -
03.2025
Bachelor of Commerce and Economics - Majoring in Finance and Business
University of Queensland
01.2024
Queensland Certificate of Education -
All Hallows School
01.2017
Skills
- Financial & Business Services
- Financial document preparation and review
- Application processing and policy management
- Administration
- Advanced Microsoft Office & Windows proficiency
- XPLAN financial planning software
- Database management
- POS systems
- Data analysis and interpretation
- Report writing and presentation development
- Research and information synthesis
- Problem-solving and critical thinking
- Client relationship management
- Professional written and verbal communication
- Team collaboration and staff training
- Time management and prioritisation
- Effective time management
- Strategic thinking
Hobbies and Interests
- International travel and cultural experiences
- Winter sports (skiing and snowboarding) & outdoor activities (hiking, swimming)
- Live music events
- Literature and reading
Timeline
Paraplanner
HUDSON FINANCIAL PLANNING
05.2024 - Current
Career Break – Working Holiday Visa in Canada
10.2022 - 05.2024
Data & Insights Analyst
PAR8O INSIGHTS
05.2022 - 10.2022
Client Services Officer
DONEGAL WEALTH FINANCIAL PLANNING
02.2021 - 05.2022
Casual Manager and Retail Sales Associate
DISSH BOUTIQUES
11.2017 - 05.2022
REIQ Real Estate Registration -
Bachelor of Commerce and Economics - Majoring in Finance and Business
University of Queensland
Queensland Certificate of Education -
All Hallows School
Similar Profiles
Christian WallaceChristian Wallace
Financial Paraplanner at M Financial Planning Services (LPL Financial)Financial Paraplanner at M Financial Planning Services (LPL Financial)
Joseph ReedJoseph Reed
Owner/Financial Planner at Barefoot Financial Planning (DBA for practice through Lincoln Financial Securities Corp.)Owner/Financial Planner at Barefoot Financial Planning (DBA for practice through Lincoln Financial Securities Corp.)
Ansel C.S.M. LeslieAnsel C.S.M. Leslie
Director and Operations Chief (COO) at The Riansel Financial Planning Services Limited (Agency of the Maritime Financial Group)Director and Operations Chief (COO) at The Riansel Financial Planning Services Limited (Agency of the Maritime Financial Group)
Matthew EvansMatthew Evans
Project Contract Manager/Maintenance Manager at Main Roads Western Australia/DM Roads – Downer GroupProject Contract Manager/Maintenance Manager at Main Roads Western Australia/DM Roads – Downer Group
YongWei XueYongWei Xue
SBMS Summer Dissection Scholarship at The University of QueenslandSBMS Summer Dissection Scholarship at The University of Queensland