Financial Adviser
· TOWNSVILLE, QLD
Sharon Elizabeth Mccaskill
No disciplinary history on record with ASIC
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001235517
Sharon Elizabeth Mccaskill is a financial adviser based in Townsville, Queensland, with 11 years of experience in the financial services industry. Sharon is currently authorised under Matrix Planning Solutions Limited. 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 Graduate Diploma of Financial Planning from Kaplan Higher Education.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Deposit Products
Restrictions: Excludes SMSF
Authorised to provide tax financial advice services
Qualifications and Training
2009
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2012
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2018
Commercial Law Course
Kaplan Professional
2018
Tax for Financial Advising (Short Answer Exam) Gap Course
Kaplan Professional
2023
Graduate Diploma of Financial Planning
Kaplan Higher Education
Registration History
Excludes SMSF
A.C.N. 133 593 012 PTY LTD
Excludes SMSF
Authorised in MDA services, which is restricted to Limited Authority to Operate services. Once off licensee approval is required for all products which are either not on the approved product list of Deriatives.
Source: ASIC Financial Advisers Register