Financial Adviser
· DOCKLANDS, VIC
Anjali Sharma
No disciplinary history on record with ASIC
DOCKLANDS,
VIC
27
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001003960
Anjali Sharma is a financial adviser based in Docklands, Victoria, with 27 years of experience in the financial services industry since 1999. Anjali is currently authorised under Ccafp Wealth, operating through Cca Financial Planning. Anjali holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Anjali's qualifications include a Master of Financial Planning from Kaplan Professional. Anjali 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
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2013
Graduate Diploma of Financial Planning
Kaplan Professional
2018
Master of Financial Planning
Kaplan Professional
2020
Ethics and Professionalism in Financial Advice (FPC002B)
Ethics - Kaplan Professional
2025
Commercial Law
Kaplan Professional
Registration History
SMSF
Not authorised to provide personal advice on Securities, SMSF, Standard Margin Lending
Not authorised to provide personal advice on Securities; SMSF; Standard Margin Lending.
Source: ASIC Financial Advisers Register