Meet The Excel Wealth Team
Led by Director Sarah Holroyd, Excel Wealth have a team of financial planners, paraplanners, and client service officers who take pride in providing in-house financial advice and delivering comprehensive, customised solutions in every aspect of your financial journey.
Our Expertise
Sarah Holroyd
Director/Senior Financial Planner/Accredited Mortgage Consultant.
As Director and Senior Financial Planner at Excel Wealth, Sarah brings years of in-depth experience as a Financial Planner. With a strong background in corporate and investment banking, Sarah has helped everyday families secure their financial future.
Sarah holds a Graduate Diploma in Financial Planning and a Diploma of Finance and Mortgage Broking Management. She puts her expertise into practice by developing comprehensive strategies that help her clients achieve their financial goals.
Specialising in areas such as Retirement Planning, Superannuation, Personal Insurance, Investment, and Self-Managed Super Funds (SMSFs), Sarah focuses on building long-term relationships with her clients, catering to their unique needs at every stage of life.
Meet The Team
Our Expert Advisors
Sarah Holroyd
Director/Senior Financial Planner
As Director and Financial Planner, Sarah brings a depth of experience she has gained throughout her long career in Wealth Management. Sarah puts into practice holistic strategies to help her clients helping everyday families make the most of their financial situation and achieve their financial goals and transition to retirement. Sarah specialises in Retirement Planning, Superannuation, Personal Insurance, Investment and Self-Managed Super Funds and focuses on building long-term relationships to meet client needs at every stage of life.
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Qualifications
Diploma of Financial Services (Financial Planning)
Advanced Diploma of Financial Services (Financial Planning)
Graduate Diploma of Financial Planning
Fun Fact
Dani Culkin
Financial Adviser
Dani has over 10 years’ experience in the Financial Planning industry. Dani has a passion for building strong long-term relationships with clients and prides herself on open and honest communication with the aim of educating along the way. She enjoys spending her days working with her clients to put in place meaningful strategies that achieve their lifestyle and financial goals.
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Qualifications
Diploma of Financial Services (Financial Planning)
Advanced Diploma of Financial Services (Financial Planning)
Graduate Diploma of Financial Planning
Fun Fact
Dani loves hiking around the Coast and has recently started some mountain climbing down at the Glasshouse mountains to conquer her fear of heights. She also loves catching up with friends and relaxing at the beach, which is not always a certainty with an 8-year-old in tow!
Dina Burt
Office Manager
Dina has had 32 years in the Financial Planning industry and has a Certificate IV in Finance. Dina has worked in many different roles and areas over the course of her time in the industry.
Dina highly organised, tenacious, hard-working Client Service Manager. Her strengths are her communication skills and building rapport with clients. Dina is a people person, with a positive relatable nature.
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Qualifications
Certificate IV in Finance
Fun Fact
When not working Dina enjoys walking on the beach with her Labradoodle Bonnie. Dina also loves the company of good friends and just enjoying what life throws at her.
Robyn Murphy
Client Service Officer
I have had vast administration experience, working in education and health prior to settling into financial planning nine years ago. I worked for two different financial planning companies in Melbourne, prior to moving back to the Sunshine Coast after being away for many years. Ten years of which was working in Middle East.
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Qualifications
Fun Fact
My weekends and days off are usually busy with grandchildren, walks along the beach or in the hinterland. Visiting the farmers markets is a particularly favourite pastime. I am rediscovering all that I have missed over the years and enjoying every minute of it.
Kate McKeiver
Kate has had nearly 20 years’ experience in the Financial Planning industry. Kate has a passion for helping people achieve their full financial potential through research and market analysis. She enjoys the close team environment at Excel Wealth that collectively collaborate with our clients to achieve their lifestyle and financial goals.
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Qualifications
Bachelor of Accounting (Hons)
Advanced Diploma of Financial Services (Financial Planning)
Paraplanner
Fun Fact
Kate loves family time with siblings, children, and grandchildren. Loves baking with the grand babies the most!
Expert Financial Guidance
Take Control of Your Financial Journey
Our team can help you navigate the complex financial landscape, helping you safeguard your wealth for today and tomorrow.
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Choose from our comprehensive range of financial services that cater to a range of needs and goals.
