Sarah King

Head of Client Care & Advice at Stockspot

Sarah King has worked in a variety of roles in the financial services industry since 2007. Sarah began their career as a Paraplanner at Centric Wealth in 2007 and then moved to Morgan Stanley in 2010 as an EA to the Global Head of Real Estate Investing. In 2014, they joined McGrathNicol as an Administration Manager and PA to the Co-Chairman, Partner & Founder. Sarah then moved to KKR in 2015 as an Executive Assistant and most recently joined Stockspot in 2017 as Head of Client Care & Advice.

Sarah King has a comprehensive education history. Sarah attended Pittwater High School from 1996 to 1999 and obtained their Higher School Certificate. Sarah then attended the University of Technology Sydney from 2000 to 2005 and obtained a Bachelor Business (BBus) / Bachelor Arts International Studies with a focus in Corporate Finance + Marketing. In 2005, they attended Kaplan Professional Education and obtained a Graduate Diploma Financial Planning in Financial Advisory in 2007. In 2017, they attended Mentor Education and obtained a Provide Advice in Managed Investments certification. In 2021, they obtained a FASEA Qualified Investment Adviser certification from the Financial Adviser Standards and Ethics Authority. Additionally, in 2017, they obtained a NLP Practitioner & Developmental Coach certification from The Coaching Room.

Links

Previous companies

Morgan Stanley logo
KKR logo

Timeline

  • Head of Client Care & Advice

    June, 2017 - present

View in org chart