Sharon Taggart
Financial Adviser in Mona Vale, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001267244
- Location
- Mona Vale NSW 2103
- Licensee
- Advice Evolution Pty Ltd (AFSL 342880)
- Authorised since
- 3 September 2018
- First provided advice
- 2018
- Qualifications
- Diploma of Financial Planning, Kaplan Professional (2017); DFP5v4 Tax for Financial Advising, Kaplan Professional (2018); TASACLv2 Commercial Law, Kaplan Professional (2018); Graduate Diploma of Financial Planning, Kaplan Professional (2024)
- 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
- Register status
- Current
About Sharon Taggart
Sharon Taggart is a financial adviser in Mona Vale, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 001267244.
Advice is given under the Australian financial services licence of Advice Evolution Pty Ltd, licence number 342880. That authorisation dates from 3 September 2018.
The register records 2018 as the year Sharon first provided financial advice. Qualifications and training on file include Diploma of Financial Planning (Kaplan Professional, 2017), DFP5v4 Tax for Financial Advising (Kaplan Professional, 2018) and TASACLv2 Commercial Law (Kaplan Professional, 2018).
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.
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Questions people ask
Is Sharon Taggart a registered financial adviser?
Yes. Sharon Taggart is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001267244.
Which licensee does Sharon Taggart work under?
Advice Evolution Pty Ltd, Australian financial services licence 342880.
What can Sharon Taggart 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.