Financial Adviser · WAYVILLE, SA

Sharon Paul

WAYVILLE, SA

22 Years experience

Tax advice
authorised

ASIC Registered · ADV 000302635

Currently at

Finsec Partners

Wayville, SA (firm address)

View firm profile

Sharon Paul is a financial adviser based in Wayville, South Australia, with 22 years of experience in the financial services industry since 2004. Sharon is currently authorised under Kaizen Wealth, operating through Finsec Partners. Sharon holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Sharon's qualifications include a Diploma of Financial Planning from Financial Planning Association of Australia (FPA). Sharon is a member of CFP - Certified Financial Planner (FPA), Financial Advice Association of Australia (FAAA) and SSA - SMSF Specialist Accreditation (SPAA).

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

2002

Diploma of Financial Planning

Financial Planning Association of Australia (FPA)

2025

Ethics & Professionalism in Financial Advice

Ethics - KAPLAN Professional

Registration History

Kaizen Wealth Pty Ltd

Aug 2021 - Present Current

Psk Advisory Services Pty Ltd

Sep 2017 - Aug 2021 Ceased

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

PORTFOLIO PLANNING SOLUTIONS LTD

Jun 2006 - May 2021 Ceased

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

PPS LIFESTYLE SOLUTIONS PTY LTD

Jun 2006 - May 2021 Ceased

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register