Jacquelyn Sharma

WealthCo

4.88

4 Reviews

Silver

11 Yrs Experience

Albion, QLD 4010

About Jacquelyn
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5.00 January 2023

We have been working with Jacquelyn Sharma for over 4 years and in that time she has been absolutely invaluable to us regarding our financial needs and goals. Jacquelyn's extensive knowledge of financial products, forward planning and strategy is of the highest level.

We highly recommend Jacquelyn in all aspects of financial planning.

4.50 January 2023

Jacquelyn was very good at helping me with my PTSD when it comes to finances. She has given me confidence that I will be able to retire and I still have the ability to live my life. Jacquelyn took time to explain things and I like that I have never felt judged or made to feel bad about my spending or lifestyle.

5.00 October 2017

Jacquelyn has been the best in helping me sort out my financial needs. Her knowledge of everything finance has helped me better understand what I need.

5.00 October 2017

Jacquelyn has been fantastic to deal with and I would recommend her services to anyone. NAB is fortunate to have such a valuable team member.

WealthCo

265 Sandgate Rd
Albion, QLD 4010

8:00am – 4:00pm Friday
9:00am – 6:00pm Monday – Thursday

Adviser status Silver
Rating 4.88
Number of reviews 4
First year providing advice 2013
Years of experience 11
Highest qualifications
- Advanced Diploma of Financial Planning
- Diploma of Financial Planning
Language spoken
- English