The financial planning industry has come a long way in the past decade with improvements in education standards and professionalism. I am a Gen Y adviser and primarily work with baby boomers. Staying knowledgable is my top priority because ultimately, this enables me to ensure my clients are moving in the right direction.
Happy to recommend Sharan without reservation. He has been wonderful in his dealings. We approqcjphd him when we had a previous unfortunate experience with another advisor and he has come up trumps!
Sharan has been my financial advisor for many years and I have always found him to provide a professional and knowledgeable service.
We have been clients of Sharan's for 2 years now and couldn't be happier. We are financially stronger, very comfortable as we head toward retirement, safe in the knowledge that we can retire with more than sufficient finds to enjoy a long and happy retirement. We cannot recommend Sharan highly enough, he is a delight. He is easy to relate to, incredibly knowledgable, proactive and attentive. What more would you want?
Sharan's knowledge in financial planning, and investment strategies are second to none, he is an expert in his field, I can highly recommend his services.
We have been working with Sharan for four years, Sharan came highly recommended to us through a business acquaintance. Sharan has implemented a successful strategy for myself and my wife at the same time helping us understand the world of Financial advising.. We trust Sharan implicitly and would highly recommend him to friends and family.
- Adviser status Gold
- Number of reviews 12
- First year providing advice 2011
- Years of experience 12
- Master of Commerce (Financial Planning and Professional Accounting)
Intelligere WealthSuite 28, 138 Juliette St
Greenslopes, QLD 4120
- 9:00am – 5:00pm Monday – Friday
Capstone Financial Planning Pty Ltd