Sharon Paul

Sharon is a Private Client Adviser and has attained her Certified Financial Planner® certification. She also holds a Diploma in Financial Planning which she completed in 2002.

Having worked at the Reserve Bank of Australia (RBA) for the most part of twenty years Sharon decided to commence studying for the Diploma of Financial Planning in 1999 in preparation for a career change with the imminent closure of the Adelaide Branch of the RBA in 2003. During her time at the RBA, Sharon held many positions until becoming Assistant Manager Banking Operations, a position which saw her deliver training to staff nationwide.

In April 2003 she joined the team as a Para Planner, a position which provided her with a strong technical foundation for her move into Financial Planning. Sharon derives much pleasure helping clients with their money, in particular, the opportunity to meet a wide array of people, helping to educate and assist them to achieve their lifestyle goals and objectives.

Sharon says she enjoys explaining financial strategies in ‘plain English’ to her clients, so they can fully understand all their options and make educated choices.