Financial Adviser · MELBOURNE, VIC

Sharyn Gipperich

MELBOURNE, VIC

30 Years experience

Tax advice
authorised

ASIC Registered · ADV 000302279

Currently at

Moneywise Personal Financial Management

Melbourne, VIC (firm address)

View firm profile

Sharyn Gipperich is a financial adviser based in Melbourne, Victoria, with 30 years of experience in the financial services industry since 1996. Sharyn is currently authorised under Moneywise Personal Financial Management. Sharyn holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Sharyn's qualifications include a Certified Financial Planner from Financial Advice Association of Australia. Sharyn is a member of CPA Australia (CPA) and 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

1986

Bachelor of Business (Accounting)

Phillip Institute of Technology/RMIT

1998

Diploma of Financial Planning

Deakin University

1999

Certified Financial Planner

Financial Advice Association of Australia

2014

Diploma of Finance and Mortgage Broking Management

The National Finance Institute

2019

Ethics and Professionalism in Financial Advice

Ethics - Kaplan Professional

Registration History

Moneywise Personal Financial Management Pty Ltd

Feb 2007 - Present Current

Source: ASIC Financial Advisers Register