Sarah Carter

Sarah Carter is an experienced financial adviser, since 1999 working as the backbone of YBM Financial Services.  Sarah is committed to providing her clients with the highest quality, bespoke financial advice and takes pride in building long term relationships.

Sarah has a Bachelor of Economics and a Diploma in Financial Planning.  She is also a wife, mother of four and a passionate musician.  She is a member of the Orange Regional Conservatorium Management Committee and a Director of the Doctor Rose McGready Foundation, a charity raising funds to provide ante natal care and medical services to displaced women and families in the Thai/Myanmar border region.

Sarah’s areas of expertise:

• Superannuation and SMSFs
• Retirement Planning
• Wealth Creation
• Investment Management
• Aged Care transition