Financial Adviser
· SUTHERLAND, NSW
Sharon Ann Bathis
No disciplinary history on record with ASIC
28
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000301762
Sharon Ann Bathis is a financial adviser based in Sutherland, New South Wales, with 28 years of experience in the financial services industry. Sharon is currently authorised under Gj Private Group Pty Ltd. Sharon holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Master of Financial Planning from Kaplan Professional.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Authorised to provide tax financial advice services
Qualifications and Training
2005
Diploma of Financial Services (Financial Planning)
AMP Limited
2009
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Higher Education Pty Limited
2014
Certificate IV in Finance and Mortgage Broking
Kaplan Higher Education Pty Limited
2014
Diploma of Finance and Mortgage Broking Management
Kaplan Higher Education Pty Limited
2022
Accredited Aged Care Professional
Aged Care Steps
2022
FPE016 Self Managed Super Funds
Kaplan Higher Education Pty Limited
2022
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2024
Master of Financial Planning
Kaplan Professional
Registration History
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