Sharon Lilley

Sharon Lilley Financial Services

Silver
23 Yrs Experience
Londonderry, NSW 2753

Recent reviews

Sharon Lilley Financial Services

50 Bowman Rd
Londonderry, NSW 2753

Opening hours

  • 9:00am – 6:00pm Monday – Friday

At a glance

  • Adviser status Silver
  • Rating 4.85
  • Number of reviews 6
  • First year providing advice 1999
  • Years of experience 23
  • Highest qualification
    • Diploma of Financial Planning (1-8)
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Aged Care
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Licensed by

Ri Advice Group Pty Ltd

AFSL 238429

4.85
6 Reviews
5
4
3
2
1
5.00
Clear communication
4.60
Knowledge & expertise
5.00
Customer care
4.75
Likely to recommend
Showing reviews 1—6 of 6

Sort by

4.75

"Sharon has met and surpassed my expectations of working with a financial adviser. She takes the time to really know her clients which gives me every confidence that not just my financial goals are well understood but also my comfort level. She regularly provides updates and has always been available to answer any questions or to explain options within my portfolio."

  • Superannuation
  • Insurance Protection
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Sharon knew what she was talking about. She gave great advice. Easy to talk to. She even goes out of her way to come to your door. Nothing is too much trouble. I would recommend Sharon to my family and friends."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I would recommend Sharon to my friends and family as she is very confident and clear to understand in the product that she is selling. Her advice is very clear and is willing to change anything if I feel that doesn't feel right. I know Sharon is only a phone call away if I have any problems or questions."

  • Superannuation
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"My wife and I have been very satisfied clients of Sharon's for around 15 years. We first came into contact prior to retirement and Sharon's advice in relation to our financial preparations for retirement has proved to be first class and set us on the path to understanding our options and maximising our financial position prior to retirement. Since we left the workforce Sharon maintains regular contact and meets with us for updates, explain what has happened since our last meeting and made recommendations for the future. In addition, on those occasions when we have had any questions. Sharon has been speedy and professional in her response. We value and respect Sharon in all she does for us."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Sharon has given me advice in areas including superannuation, investment and pension. Sharon has always been able to explain things to me in a clear and understandable way and I am very confident that the advice she has given me was right for my needs. Through her knowledge and experience I always receive Sharon's care and attention when I needed it. More so when my husband passed away she was there for me in friendship and guidance."

  • Superannuation
  • Retirement & Pension
  • Socially Responsible
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"My wife and I have known Sharon for over 30 years and trust her implicitly. Sharon clearly understands our requirements, and has spent a significant amount of her time ensuring that we understand how the advise she is providing addresses our requirements. Sharon has always made herself available to answer any query we may have regarding our superannuation and pension."

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—6 of 6

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Apply Taxation Requirements When Providing Tax (Financial) Advice Services

Level
0 - Training / Exam / Other
Institution
TAFE Higher Education NSW
Completed
2016

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2011

Margin Lending and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2011

Apply Legal Principles in Commercial Law When Providing Tax (Financial) Advice Services

Level
0 - Training / Exam / Other
Institution
TAFE Higher Education NSW
Completed
2016

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2003

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
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