Financial Adviser · ALBION, QLD

Jacquelyn Sharma

ALBION, QLD

13 Years experience

Tax advice
authorised

ASIC Registered · ADV 000419312

Currently at

Wealth Co Australia

Brighton, VIC (firm address)

View firm profile

About Jacquelyn Sharma

Jacquelyn Sharma is a financial adviser based in Albion, Queensland, with 13 years of experience in the financial services industry since 2013. Jacquelyn is currently authorised under Spark Advisors Australia, operating through Wealth Co Australia. Jacquelyn holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Jacquelyn's qualifications include a Graduate Diploma of Financial Planning from Kaplan Professional. Jacquelyn is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Restrictions: Not authorised to provide financial product advice or deal in direct equities other than Exchange Traded Funds (ETFs) and Listed Investment Companies (LICs) which are approved under the Licensee Approved Product List.

Authorised to provide tax financial advice services

Qualifications and Training

2013

Diploma of Financial Planning FNS50611

Pinnacle Financial Services Academy

2014

RG146 Securities

Pinnacle Financial Services Academy

2015

Advanced Diploma of Financial Planning

Pinnacle Financial Services Academy

2016

RG146 Margin Lending

Kaplan Australia

2024

Graduate Diploma of Financial Planning

Kaplan Professional

2026

SMSF Regulations and Taxation

Kaplan Professional

Registration History

Spark Advisors Australia Pty Ltd

Jan 2024 - Present Current

Not authorised to provide financial product advice or deal in direct equities other than Exchange Traded Funds (ETFs) and Listed Investment Companies (LICs) which are approved under the Licensee Approved Product List.

Bridges Financial Services Pty Limited

Jun 2021 - May 2023 Ceased

GWM ADVISER SERVICES PTY LTD

Sep 2020 - May 2021 Ceased

National Australia Bank Limited

Apr 2016 - Aug 2020 Ceased

Akumin Financial Planning Pty Limited

May 2013 - Jan 2016 Ceased

MDA services are restricted to Limited Authority to Operate services. One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register