Acacia Financial Advisory

Sara Thomas

Sara Thomas has 18 years of experience in financial services covering investments, superannuation, retirement planning, and personal insurance needs for those who are building wealth, as well as those transitioning into the next phase of life. She channels her experience into helping her clients make informed, confident choices about their financial future.

Before establishing Acacia Advisory, Sara spent over a decade in senior roles within private banking, including Head of Advice Enablement at a major Australian bank. She has worked closely with individuals and families to solve crucial problems, understanding that each person's needs are different and their affairs must be treated with care, concern, and respect.

Her style is down to earth, making complex issues easy for her clients to understand and solve. She genuinely cares for all the people she works with, finding ways to bring more happiness and less anxiety to their financial affairs.

Based in regional Victoria, Sara services both Melbourne and the wider North Central region.