Private Client Adviser – ipac south australia
67 Greenhill Road,
Wayville SA 5034
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 and is a member of the Financial Planning Association of Australia.
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.
Away from work, Sharon’s interests include spending time with her husband and daughter, as well as socialising with friends. When possible, Sharon and her family enjoy taking trips to the river for an easy and relaxing weekend away.