Anjali Sharma
Financial Adviser in Docklands, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001003960
- Location
- Docklands VIC 3008
- Licensee
- Ccafp Wealth Pty Ltd (AFSL 540531)
- Authorised since
- 1 May 2025
- First provided advice
- 1999
- Qualifications
- Graduate Diploma of Financial Planning, Kaplan Professional (2013); Master of Financial Planning, Kaplan Professional (2018); Ethics and Professionalism in Financial Advice (FPC002B), Kaplan Professional (2020); Commercial Law, Kaplan Professional (2025)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts
- Restriction
- SMSF
- Tax (financial) advice
- Yes
- Register status
- Current
About Anjali Sharma
On the Financial Advisers Register kept by ASIC, Anjali Sharma appears as a current financial adviser in Docklands, Victoria, adviser number 001003960.
The licensee Anjali advises under is Ccafp Wealth Pty Ltd (AFS licence 540531). The current authorisation started on 1 May 2025.
The register records 1999 as the year Anjali first provided financial advice. Qualifications and training on file include Graduate Diploma of Financial Planning (Kaplan Professional, 2013), Master of Financial Planning (Kaplan Professional, 2018) and Ethics and Professionalism in Financial Advice (FPC002B) (Kaplan Professional, 2020). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and government debentures, stocks and bonds, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “SMSF.”
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Questions people ask
Is Anjali Sharma a registered financial adviser?
Yes. Anjali Sharma is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001003960.
Which licensee does Anjali Sharma work under?
Ccafp Wealth Pty Ltd, Australian financial services licence 540531.
What can Anjali Sharma give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts. It also records this restriction: "SMSF."