Sharan Sheth

Intelligere Wealth

Platinum
11 Yrs Experience
Greenslopes, QLD 4120
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.

Expertise

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

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.95
  • Number of reviews 12
  • First year providing advice 2011
  • Years of experience 11
  • Highest qualification
    • Master of Commerce (Financial Planning and Professional Accounting)
  • Language spoken
    • English

Intelligere Wealth

Suite 9, 138 Juliette St
Greenslopes, QLD 4120

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Capstone Financial Planning Pty Ltd

AFSL 223135

4.95
12 Reviews
5
4
3
2
1
5.00
Clear communication
4.90
Knowledge & expertise
5.00
Customer care
4.90
Likely to recommend
Showing reviews 1—10 of 12

Sort by

5.00

"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!"

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Sharan has been my financial advisor for many years and I have always found him to provide a professional and knowledgeable service."

  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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?"

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

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

"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."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Sharan's support planning and implementation of i financial planning strategy has been excellent. he has listened to our concerns and identified the risk level we are comfortable with and has operated within these boundaries. his foresight into future risks, and recommendations on products to address these issues before they arise has been outstanding. thank you for your guidance and assistance."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I wish we had known about Sharan a lot earlier. He is amazing in his know ledge in leading and supporting us to a clear pathway to retirement. Sharan explains everything in detail and ensures we understand each step. Sharan always returns phone calls promptly. He is a very understanding and caring person. I would fully recommend Sharan to all my friends and family."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Aged Care
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Sharan is extremely knowledgeable and thorough in his financial advice. His communication style is easy to understand and we are continually impressed with his commitment to working with us to achieve our family's financial goals."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Borrowing
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Sharan is absolute professional when it comes to financial advice .He creates realistic solutions to difficult problems , and anyone who has Sharan as an advisor is in very good hands. Jason 4124"

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Sharan is a very smart and hard working financial adviser. He is always available and willing to help in any way he can. He has been of tremendous assistance to my wife and I with investments and planning for our retirement. His reporting and transparency is of the highest standard. We recommend him without hesitation."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 12

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2017

Graduate Diploma of Management

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Central Queensland University (CQU)
Completed
2010

Master of Commerce (Financial Planning and Professional Accounting)

Level
9 - Masters Degree
Institution
Griffith University
Completed
2011

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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