Financial Adviser
· MELBOURNE, VIC
Sharyn Gipperich
No disciplinary history on record with ASIC
30
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000302279
Sharyn Gipperich is a financial adviser based in Melbourne, Victoria, with 30 years of experience in the financial services industry. Sharyn is currently authorised under Moneywise Personal Financial Management Pty Ltd. Sharyn 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 Certified Financial Planner from Financial Advice Association of Australia. Sharyn is a member of CPA Australia (CPA) and 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
Authorised to provide tax financial advice services
Qualifications and Training
1986
Bachelor of Business (Accounting)
Phillip Institute of Technology/RMIT
1998
Diploma of Financial Planning
Deakin University
1999
Certified Financial Planner
Financial Advice Association of Australia
2014
Diploma of Finance and Mortgage Broking Management
The National Finance Institute
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
Source: ASIC Financial Advisers Register