Data sourced from ASIC Financial Advisers Register
Financial Adviser · BRISBANE CITY, QLD

Alan Joseph Sher

28 Years experience
Tax advice
authorised
Currently at
H.e.s.t. Australia Ltd.
Melbourne, VIC
View firm profile
ASIC Registered · ADV 001000677

Alan Joseph Sher is a financial adviser based in Brisbane City, Queensland, with 28 years of experience in the financial services industry. Alan is currently authorised under H.e.s.t. Australia Ltd.. Alan holds authorisations to advise on superannuation, as well as tax financial advice services (TFAS). Their qualifications include a Certified Financial Planner from Financial Planning Association of Australia Ltd. Alan is a member of Financial Advice Association of Australia (FAAA) and Tax Practioners Board.

Authorised to Advise On

Tax Financial Advice Superannuation

Restrictions: Limited to providing financial advice limited to HESTA products

Authorised to provide tax financial advice services

Qualifications and Training

2001
Diploma of Financial Planning
Financial Planning Association of Australia Ltd
2005
Masters of Financial Planning
University of the Sunshine Coast
2017
Certified Financial Planner
Financial Planning Association of Australia Ltd
2021
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited

Registration History

H.e.s.t. Australia Ltd.
Nov 2019 - Present Current
Limited to providing financial advice limited to HESTA products
My Super Future Pty Ltd
Oct 2015 - Oct 2019 Ceased
QINVEST LIMITED
Jan 2011 - Sep 2015 Ceased
Akumin Financial Planning Pty Limited
Apr 1998 - Dec 2010 Ceased

Source: ASIC Financial Advisers Register