Sarah Jayne Beall
About Sarah Jayne Beall
Sarah Jayne Beall is an Annuity Specialist at Colonial First State in Australia, where she has worked since 2014. She specializes in consolidating superannuation funds and has played a key role in establishing performance targets for her position.
Work at Colonial First State
Sarah Jayne Beall has been employed at Colonial First State since 2014, serving as a Superannuation Advisor. In this role, she specializes in consolidating superannuation funds and emphasizes the benefits of Colonial First State's offerings compared to competitors. Her expertise in this area has contributed to her effectiveness in advising clients on their superannuation needs.
Previous Experience at Age Partnership
Prior to her role at Colonial First State, Sarah worked at Age Partnership as a Quotations Co-ordinator from 2013 to 2014. During her time in this position, she gained valuable experience in the financial services sector, which helped shape her career in superannuation and annuity specialization.
Education at The University of Manchester
Sarah Jayne Beall studied at The University of Manchester from 2008 to 2011. Her education provided her with a strong foundation in financial principles, which she applies in her current role as a Superannuation Advisor.
Expertise in Superannuation and Legislation
Sarah has developed a deep understanding of superannuation legislation and its implications for clients. She educates clients on legislative changes that may affect their superannuation funds, helping them avoid potential government claims. This knowledge is crucial for her role in advising clients effectively.
Role Redefinition and Performance Targets
In her current position, Sarah has played a significant role in establishing performance targets and redefining the job responsibilities for the Annuity Specialist position. This initiative reflects her commitment to enhancing the effectiveness and clarity of her role within the organization.