Sally McCrossin

Sally McCrossin

Sally has worked in the financial services industry for over 30 years. Her earlier roles spanned audit and accounting, superannuation administration, investment management compliance, systems administration and business analysis.

Moving into the financial planning industry in 2000 she worked for over 15 years as a Certified Financial Planner.

Throughout her career Sally has worked for the following corporations AMP, IPAC, Tynan MacKenzie, ANZ, Westpac, Eagle Star Investment Management (London) & Coopers & Lybrand.

Sally holds a Bachelor of Economics Degree from Sydney University, a Graduate Diploma in Applied Finance & Investment and completed the CFP Professional Education Program through Deakin University.

Joining EFS Advice in May 2024 following a mid-life gap year (which extended to 4!) Sally has enjoyed reuniting with some trusted ex-colleagues and using her skills in an area focused on taking the financial worry and stress out of the lives of the clients we strive to help.

Sally enjoys walking in the bush and swimming in the ocean.

Sally McCrossin​, Client Manager at EFS Advice

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