Sarah Phillips

Sarah Phillips is an Associate Director in Bentleys Queensland’s SMSF team, bringing nearly 20 years’ experience across accounting and superannuation. She works with individuals and families to provide clear, strategic advice that supports long-term financial confidence and better retirement outcomes.

Sarah joined Bentleys Queensland in 2022 and works closely with clients to help them achieve their financial goals through tailored advice across superannuation contributions, retirement planning, and wealth creation strategies. She is known for her practical and approachable style, helping clients understand their options and make informed decisions with confidence.

With a strong technical background in self-managed superannuation funds (SMSFs), Sarah has developed specialist expertise through senior roles with Grant Thornton and Westwood Group Australia. Her experience spans SMSF accounting, compliance, and adviser support, giving her a well-rounded understanding of both the strategic and practical aspects of managing superannuation effectively.

Sarah has a genuine interest in superannuation and enjoys helping clients navigate complex rules and legislation, ensuring their financial affairs are structured appropriately and remain compliant. She is committed to delivering advice that is tailored, practical, and aligned to each client’s goals.