Sharon Naomie Dooley
Financial Adviser in Torrens Park, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000250474
- Location
- Torrens Park SA 5062
- Licensee
- Charter Financial Planning Limited (AFSL 234665)
- Authorised since
- 12 January 2004
- First provided advice
- 2000
- Qualifications
- Diploma of Financial Services (Financial Planning), Tribeca (2007); Advanced Diploma of Financial Services (Financial Planning), Kaplan Higher Education Pty Limited (2012); Accredited Listed Product Adviser (ASX ALPA) Program, Kaplan Higher Education Pty Limited (2017); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2019); Master of Financial Planning, Kaplan Higher Education Pty Limited (2020); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2021)
- 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, derivatives
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Sharon Naomie Dooley
On the Financial Advisers Register kept by ASIC, Sharon Naomie Dooley appears as a current financial adviser in Torrens Park, South Australia, adviser number 000250474.
The licensee Sharon advises under is Charter Financial Planning Limited (AFS licence 234665). That authorisation dates from 12 January 2004.
The register records 2000 as the year Sharon first provided financial advice. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (Tribeca, 2007), Advanced Diploma of Financial Services (Financial Planning) (Kaplan Higher Education Pty Limited, 2012) and Accredited Listed Product Adviser (ASX ALPA) Program (Kaplan Higher Education Pty Limited, 2017).
Sharon is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Sharon Naomie Dooley a registered financial adviser?
Yes. Sharon Naomie Dooley is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000250474.
Which licensee does Sharon Naomie Dooley work under?
Charter Financial Planning Limited, Australian financial services licence 234665.
What can Sharon Naomie Dooley 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; derivatives. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."