Shari Neagle
Financial Adviser in Adelaide, South Australia, Australia
Review Shari Neagle
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number001239342
- Location
- Adelaide SA 5000
- Licensee
- BWP Advisory Pty Ltd (AFSL 515936)
- Authorised since
- 25 September 2019
- First provided advice
- 2016
- Qualifications
- Bachelor of Business(Accounting), Queensland University of Technology (1995); CPA Accreditation, CPA Australia (1998); SMSF Specialist Advisor (SSA), SMSF Association (2010); Financial Planning, Pinnacle (2015); Ethics and Professionalism in Financial Advice, Kaplan Professional (2024)
- Memberships
- CPA Australia (CPA); SPAA Specialist
- Advice areas
- superannuation, deposit and payment products, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Shari Neagle
On the Financial Advisers Register kept by ASIC, Shari Neagle appears as a current financial adviser in Adelaide, South Australia, adviser number 001239342.
The licensee Shari advises under is BWP Advisory Pty Ltd (AFS licence 515936). That authorisation dates from 25 September 2019.
According to the register, Shari first provided financial advice in 2016. The qualifications listed for Shari include Bachelor of Business(Accounting) (Queensland University of Technology, 1995), CPA Accreditation (CPA Australia, 1998) and SMSF Specialist Advisor (SSA) (SMSF Association, 2010). Professional memberships recorded: CPA Australia (CPA) and SPAA Specialist.
Shari is authorised to advise on superannuation, deposit and payment products and retirement savings accounts. The register also shows that tax (financial) advice services can be provided.
Reviews
Nobody has reviewed Shari Neagle here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Shari Neagle a registered financial adviser?
Yes. Shari Neagle is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001239342.
Which licensee does Shari Neagle work under?
BWP Advisory Pty Ltd, Australian financial services licence 515936.
What can Shari Neagle give advice on?
The register lists these advice areas: superannuation; deposit and payment products; retirement savings accounts.