Financial Adviser
· GREENSLOPES, QLD
Sharan Sheth
No disciplinary history on record with ASIC
GREENSLOPES,
QLD
15
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000403751
About Sharan Sheth
Sharan Sheth is a financial adviser based in Greenslopes, Queensland, with 15 years of experience in the financial services industry since 2011. Sharan is currently authorised under Capstone Financial Planning, operating through Intelligere Wealth. Sharan holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Sharan's qualifications include a Certified Financial Planner from Financial Planning Association of Australia. Sharan 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
Authorised to provide tax financial advice services
Qualifications and Training
2010
Graduate Diploma of Management
Central Queensland University
2011
Master of Commerce (Financial Planning and Professional Accounting)
Griffith University
2017
Certified Financial Planner
Financial Planning Association of Australia