Financial Adviser · ALBION, QLD

Jacquelyn Sharma

13 Years experience

Tax advice
authorised

Currently at

Brighton, VIC

View firm profile

ASIC Registered · ADV 000419312

Jacquelyn Sharma is a financial adviser based in Albion, Queensland, with 13 years of experience in the financial services industry. Jacquelyn is currently authorised under Spark Advisors Australia Pty Ltd. Jacquelyn 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 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: Authorisation excludes Direct Equities advice.

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

Registration History

Spark Advisors Australia Pty Ltd

Jan 2024 - Present Current

Authorisation excludes Direct Equities advice.

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