Financial Adviser
· WEST PERTH, WA
Sheree Gay Hart
No disciplinary history on record with ASIC
30
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000312503
Sheree Gay Hart is a financial adviser based in West Perth, Western Australia, with 30 years of experience in the financial services industry. Sheree is currently authorised under Priority Wealth Advisers Pty Ltd. Sheree 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 Business from Curtin University of Technology. Sheree 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1991
Bachelor of Business
Curtin University of Technology
1999
Diploma of Financial Planning
Deakin University
2008
SMSF Adviser Education Program
Financial Essentials
2010
Margin Lending and Geared Investments
Kaplan
2017
Accredited Listed Product Adviser Program
Kaplan
Registration History
DOVER FINANCIAL ADVISERS PTY LTD
SECURITOR FINANCIAL GROUP PTY LIMITED
Source: ASIC Financial Advisers Register