Sharan Sheth
Financial Adviser in Greenslopes, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000403751
- Location
- Greenslopes QLD 4120
- Licensee
- Capstone Financial Planning Pty Ltd (AFSL 223135)
- Authorised since
- 15 August 2020
- First provided advice
- 2011
- Qualifications
- Graduate Diploma of Management, Central Queensland University (2010); Master of Commerce (Financial Planning and Professional Accounting), Griffith University (2011); Certified Financial Planner, Financial Planning Association of Australia (2017)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Sharan Sheth
Sharan Sheth is a financial adviser in Greenslopes, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 000403751.
Sharan provides advice as an authorised representative of Capstone Financial Planning Pty Ltd, which holds Australian financial services licence 223135. The current authorisation started on 15 August 2020.
The register records 2011 as the year Sharan first provided financial advice. Qualifications and training on file include Graduate Diploma of Management (Central Queensland University, 2010), Master of Commerce (Financial Planning and Professional Accounting) (Griffith University, 2011) and Certified Financial Planner (Financial Planning Association of Australia, 2017). Sharan 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.
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Questions people ask
Is Sharan Sheth a registered financial adviser?
Yes. Sharan Sheth is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000403751.
Which licensee does Sharan Sheth work under?
Capstone Financial Planning Pty Ltd, Australian financial services licence 223135.
What can Sharan Sheth 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.