Financial Adviser
· ADELAIDE, SA
Shari Neagle
No disciplinary history on record with ASIC
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001239342
Shari Neagle is a financial adviser based in Adelaide, South Australia, with 10 years of experience in the financial services industry. Shari is currently authorised under Bwp Advisory Pty Ltd. Shari holds authorisations to advise on superannuation and deposit products, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Business(Accounting) from Queensland University of Technology. Shari is a member of CPA Australia (CPA) and SPAA Specialist.
Authorised to Advise On
Tax Financial Advice
Superannuation
Deposit Products
Authorised to provide tax financial advice services
Qualifications and Training
1995
Bachelor of Business(Accounting)
Queensland University of Technology
1998
CPA Accreditation
CPA Australia
2010
SMSF Specialist Advisor (SSA)
SMSF Association
2015
Financial Planning
Pinnacle
2024
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional