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Meet Our Team

Passionate professionals dedicated to empowering your financial journey with expertise, innovation, and unwavering commitment to your success.

Leadership Excellence

Sarah Mitchell, Chief Executive Officer

Sarah Mitchell

Chief Executive Officer

With over 15 years of experience in financial services and technology, Sarah leads our mission to democratize financial education. Her background spans investment banking, fintech startups, and regulatory compliance across Australia's evolving financial landscape.

  • Former Senior Director at ANZ Banking Group
  • Certified Financial Planner (CFP) since 2018
  • MBA in Finance from Melbourne Business School
  • Published author on financial literacy initiatives
  • Regular speaker at Australian Financial Planning Association events

Our Core Values

E

Education First

We believe knowledge is the foundation of financial success. Every decision we make prioritizes learning and understanding over quick fixes or complex jargon.

T

Transparency

Clear communication builds trust. We explain concepts in plain language, show our methodology, and never hide behind complicated financial terminology.

I

Innovation

The financial world evolves rapidly. We stay ahead by embracing new technologies, methodologies, and approaches that benefit our community's learning journey.