Sharon Elizabeth McCaskill
Financial Adviser in Townsville, Queensland, Australia
Review Sharon Elizabeth McCaskill
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 number001235517
- Location
- Townsville QLD 4810
- Licensee
- Alliance Wealth Pty Ltd (AFSL 449221)
- Authorised since
- 23 September 2026
- First provided advice
- 2015
- Qualifications
- Diploma of Financial Services (Financial Planning), Kaplan Professional (2009); Advanced Diploma of Financial Services (Financial Planning), Kaplan Professional (2012); Commercial Law Course, Kaplan Professional (2018); Tax for Financial Advising (Short Answer Exam) Gap Course, Kaplan Professional (2018); Graduate Diploma of Financial Planning, Kaplan Higher Education (2023); Accredited Aged Care Professional Program, Aged Care Steps (2026)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts
- Restriction
- Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution advice for an existing SMSF.
- Tax (financial) advice
- Yes
- Register status
- Current
About Sharon Elizabeth McCaskill
On the Financial Advisers Register kept by ASIC, Sharon Elizabeth McCaskill appears as a current financial adviser in Townsville, Queensland, adviser number 001235517.
The licensee Sharon advises under is Alliance Wealth Pty Ltd (AFS licence 449221). The current authorisation started on 23 September 2026.
According to the register, Sharon first provided financial advice in 2015. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2009), Advanced Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2012) and Commercial Law Course (Kaplan Professional, 2018).
Sharon is authorised to advise on superannuation, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds and retirement savings accounts. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution advice for an existing SMSF.”
Reviews
Nobody has reviewed Sharon Elizabeth McCaskill here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Sharon Elizabeth McCaskill a registered financial adviser?
Yes. Sharon Elizabeth McCaskill is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001235517.
Which licensee does Sharon Elizabeth McCaskill work under?
Alliance Wealth Pty Ltd, Australian financial services licence 449221.
What can Sharon Elizabeth McCaskill give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts. It also records this restriction: "Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution advice for an existing SMSF."