Financial Adviser
· OXENFORD, QLD
Sharni Jane Bultitude
No disciplinary history on record with ASIC
OXENFORD,
QLD
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001264095
Sharni Jane Bultitude is a financial adviser based in Oxenford, Queensland, with 8 years of experience in the financial services industry since 2018. Sharni is currently authorised under Regal Advice, operating through Aws Inv. Sharni holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Sharni's qualifications include a Bachelor of Commerce (Accounting and Financial Planning) from Griffith University. Sharni is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2013
Bachelor of Commerce (Accounting and Financial Planning)
Griffith University
2020
Self Managed Superannuation Funds
Kaplan Professional
2020
Tier 1 Margin Lending
Other - Kaplan Professional
Registration History
LIBERTAS FINANCIAL PLANNING PTY LTD
Securities excludes direct equities advice and Superannuation excludes SMSF.
Direct Equities excludes direct equities advice and SMSF excludes SMSF
Source: ASIC Financial Advisers Register