Financial Adviser · MELBOURNE, VIC

Sheryl Paras Agustin

15 Years experience

Tax advice
authorised

Currently at

Aware Financial Services Australia Limited

Sydney, NSW

View firm profile

ASIC Registered · ADV 001004874

Sheryl Paras Agustin is a financial adviser based in Melbourne, Victoria, with 15 years of experience in the financial services industry. Sheryl is currently authorised under Aware Financial Services Australia Limited. Sheryl 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 Bachelor of Arts (Economics) from University of the Philippines. Sheryl 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 Deposit Products Government Bonds

Restrictions: Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.

Authorised to provide tax financial advice services

Qualifications and Training

1994

Bachelor of Arts (Economics)

University of the Philippines

2017

Advanced Diploma of Financial Planning

Mentor Education

2020

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Professional

2023

TASACL Commercial Law

Kaplan Professional

2024

TFA Tax for Financial Advising

Kaplan Professional

Registration History

Aware Financial Services Australia Limited

Dec 2019 - Present Current

Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.

Aware Financial Services Australia Limited

Jul 2018 - Nov 2019 Ceased

FIRST STATE SUPER FINANCIAL SERVICES PTY LTD

Jun 2016 - Jun 2018 Ceased

Restricted to providing personal advice to First State Super members in relation to their interest in First State Super only.

Australia And New Zealand Banking Group Limited

Dec 2011 - Aug 2014 Ceased

Source: ASIC Financial Advisers Register