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Sarah Mitchell, Investment Analyst & CFA Charterholder at CalcPhi
CFA

Sarah Mitchell

Investment Analyst & CFA Charterholder

About Sarah Mitchell

Sarah Mitchell is a CFA charterholder with over 11 years of experience in investment analysis and superannuation fund management. Based in Sydney, she has worked with major Australian industry funds and retail superannuation providers, advising on asset allocation, investment menu construction, and member outcomes. Her research background covers Australian equities, fixed income, and multi-asset portfolios, with a focus on long-term retirement adequacy. At CalcPhi, Sarah oversees the accuracy of all superannuation and investment calculator content, verifying methodologies against APRA reporting standards, ATO super rules, and ASIC guidance. Her work reflects current Superannuation Guarantee rates, contribution caps, and preservation age rules effective for the 2025-26 financial year.

Articles by Sarah Mitchell

Editorial Independence

All content produced by Sarah Mitchell for CalcPhi is editorially independent. Calculator results and written content are never influenced by advertising relationships or affiliate commissions. All rates and regulatory figures are sourced directly from ATO, APRA, ASIC, RBA, or Services Australia publications. See our editorial standards for full details.