Financial Adviser
· MONA VALE, NSW
Sharon Taggart
No disciplinary history on record with ASIC
8
Years experience
ASIC Registered · ADV 001267244
Sharon Taggart is a financial adviser based in Mona Vale, New South Wales, with 8 years of experience in the financial services industry. Sharon is currently authorised under Advice Evolution Pty Ltd. Sharon holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments. Their qualifications include a Graduate Diploma of Financial Planning from Kaplan Professional.
Authorised to Advise On
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Qualifications and Training
2017
Diploma of Financial Planning
Kaplan Professional
2018
DFP5v4 Tax for Financial Advising
Kaplan Professional
2018
TASACLv2 Commercial Law
Kaplan Professional
2024
Graduate Diploma of Financial Planning
Kaplan Professional