Jacquelyn Sharma
Financial Adviser in Albion, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000419312
- Location
- Albion QLD 4010
- Licensee
- Spark Advisors Australia Pty Ltd (AFSL 380552)
- Authorised since
- 2 January 2024
- First provided advice
- 2013
- Qualifications
- Diploma of Financial Planning FNS50611, Pinnacle Financial Services Academy (2013); RG146 Securities, Pinnacle Financial Services Academy (2014); Advanced Diploma of Financial Planning, Pinnacle Financial Services Academy (2015); RG146 Margin Lending, Kaplan Australia (2016); Graduate Diploma of Financial Planning, Kaplan Professional (2024); SMSF Regulations and Taxation, Kaplan Professional (2026)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Restriction
- Not authorised to provide financial product advice or deal in direct equities other than Exchange Traded Funds (ETFs) and Listed Investment Companies (LICs) which are approved under the Licensee Approved Product List.
- Tax (financial) advice
- Yes
- Register status
- Current
About Jacquelyn Sharma
Jacquelyn Sharma is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Albion, Queensland (adviser number 000419312).
Jacquelyn provides advice as an authorised representative of Spark Advisors Australia Pty Ltd, which holds Australian financial services licence 380552. The current authorisation started on 2 January 2024.
The register records 2013 as the year Jacquelyn first provided financial advice. Qualifications and training on file include Diploma of Financial Planning FNS50611 (Pinnacle Financial Services Academy, 2013), RG146 Securities (Pinnacle Financial Services Academy, 2014) and Advanced Diploma of Financial Planning (Pinnacle Financial Services Academy, 2015). Jacquelyn is recorded as a member of Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “Not authorised to provide financial product advice or deal in direct equities other than Exchange Traded Funds (ETFs) and Listed Investment Companies (LICs) which are approved under the Licensee Approved Product List.”
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Questions people ask
Is Jacquelyn Sharma a registered financial adviser?
Yes. Jacquelyn Sharma is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000419312.
Which licensee does Jacquelyn Sharma work under?
Spark Advisors Australia Pty Ltd, Australian financial services licence 380552.
What can Jacquelyn Sharma give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending. It also records this restriction: "Not authorised to provide financial product advice or deal in direct equities other than Exchange Traded Funds (ETFs) and Listed Investment Companies (LICs) which are approved under the Licensee Approved Product List."