Sanjeev Sharma

Endorphin Wealth Management

Silver
10 Yrs Experience
Sydney, NSW 2000
Sanjeev is an experienced adviser specialising in providing advise in the areas of housing loans, building super, retirement strategies, personal risk insurance covers and investments. Sanjeev has a total experience of 14 years in the financial services industry.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients.

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 2
  • First year providing advice 2012
  • Years of experience 10
  • Highest qualification
    • Graduate Diploma of Business Studies (Personal Risk Management)
  • Language spoken
    • English

Endorphin Wealth Management

Level 23, 25 Bligh St
Sydney, NSW 2000

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Lifespan Financial Planning

AFSL 229892

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

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5.00

"Sanjeev has an amazing work ethic and is very customer centric and service oriented. I would recommend him to anyone who needs a trusted financial adviser."

  • Superannuation
  • Insurance Protection
  • Borrowing
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Very professional and high quality service. Thank you sanjeev, you are a star. I recommend you to everyone."

  • Superannuation
  • Insurance Protection
  • Borrowing
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—2 of 2

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

  • Superannuation
  • Insurance Protection
  • Borrowing
  • Wills & Estates

Qualifications & Training

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Mentor Education
Completed
2009

Graduate Diploma of Business Studies (Personal Risk Management)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Massey University
Completed
2007

Certificate IV in Finance and Mortgage Broking

Level
4 - Certificate IV
Institution
The National Finance Institute (NFI)
Completed
2013

Professional Memberships

Australian and New Zealand Institute of Insurance and Finance (ANZIIF)

Membership type
Member

Financial Brokers Association of Australia (FBAA)

Membership type
Member
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