Financial Adviser · BROADBEACH, QLD

Sharmila Kiran Phal

20 Years experience

Tax advice
authorised

Currently at

Perth, WA

View firm profile

ASIC Registered · ADV 001002911

Sharmila Kiran Phal is a financial adviser based in Broadbeach, Queensland, with 20 years of experience in the financial services industry. Sharmila is currently authorised under Picture Wealth Advisory Pty Ltd. Sharmila holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Sharmila holds a Graduate Diploma of Financial Planning from Kaplan Professional. Sharmila 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 Government Bonds

Restrictions: Not authorised for Self Managed Superannuation or Standard Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2024

Graduate Diploma of Financial Planning

Kaplan Professional

Registration History

Picture Wealth Advisory Pty Ltd

Sep 2024 - Present Current

Not authorised for Self Managed Superannuation or Standard Margin Lending

AAN WEALTH MANAGEMENT PTY LTD

Jan 2024 - Sep 2024 Ceased

Count Financial Limited

Mar 2022 - Jan 2024 Ceased

Excludes SMSF.

Commonwealth Financial Planning Limited

May 2006 - Dec 2021 Ceased

Not authorised to provide personal advice on Securities; SMSF; Standard Margin Lending.

Source: ASIC Financial Advisers Register