CFP®, Dip FP,
SMSF Specialist AdviserTM
Authorised Representative
Having spent three decades in financial services, Sharon has gained significant experience through the many industry changes and, more specifically, the evolving superannuation, life insurance and retirement income markets.
As an Adviser, Sharon strives to positively impact the well-being of her clients by providing them with the necessary tools to navigate an increasingly complex financial environment. She derives much pleasure in helping people to explore their goals and aspirations beyond the numbers.
As a highly practical and efficient person who cares for clients’ assets with the same reverence as her own, Sharon strongly believes that the role of an adviser is much more than simply providing financial advice; rather, it is about being the trusted and confidential ear to many aspects of people’s lives.
Away from work, Sharon’s interests include spending time with her husband and daughter and socialising with friends. This includes trips to the river for water skiing and supporting her daughter in various sporting activities.
Sharon is an active member of the Australian Financial Planning Association and the Self-Managed Superannuation Fund Association.
Why FinSec?
“Enduring businesses, such as FinSec, do more than meet their clients’ needs today. They act as visionaries helping clients see and prepare for what’s coming next.”
A word from Sharon:
“I’m sympathetic to the stress one experiences when they do not have clarity or confidence around their financial well-being. Money can cause a laundry list of worries that I aim to reduce so my clients can focus on living their best life.”